Seize More Opportunities With Email Digest Subscriptions

Your pipeline doesn’t slow down just because your day gets busy.

Between meetings, follow-ups, tasks, and new leads coming in, it’s easy to lose track of what needs attention right now. Email Digests are designed to solve that problem with a friendly, digestible summary delivered straight to your inbox.

No extra reports. No extra clicking around. Just a clear snapshot of what matters most—so you can take action faster and keep work moving.

Meet your email digests

Email digests are automated daily or weekly email subscriptions for Nutshell teams that highlight key pipeline activity and action items.

They’re built for two different roles:

• User digest for sales reps (personal, based on your assigned leads)
  
• Admin digest for admins and managers (team-wide visibility and performance)

And because every section links to the relevant list, report, lead, or activity in Nutshell, you can go from “What should I do next?” to “Done” in a couple of clicks.

The User digest

The User digest is a personalized email for sales reps that helps you focus on your assigned leads and what’s coming up next.

You can choose daily or weekly delivery (sent on weekdays only).

What you’ll see in the User digest

Depending on your schedule, your digest includes highlights like:

• Open and closed leads snapshot to quickly see what’s active and what has recently closed
  
• Tasks, including overdue manual tasks and incomplete automated steps that need attention
  
• Scheduled activities like upcoming meetings, calls, and follow-ups on your calendar
  
• Hot leads so your highest priority opportunities don’t get buried
  
• Leads closing soon so nothing slips past its close date
  
• Icebox leads you haven’t contacted in a while that may need a nudge
  
• Pipeline overview (weekly digests) for a quick read on your personal pipeline metrics

This digest is all about helping you start your day or week with clarity—so you can prioritize your outreach, stay organized, and keep deals moving.

The Admin digest

The Admin Digest is an admin-only email subscription designed for managers and admins who want a fast, reliable view of overall team performance and pipeline health.

You can choose daily or weekly delivery.

What you’ll see in the Admin digest

Admin Digests include a team-wide snapshot with sections like:

• Top leads won from the prior period, so big wins are easy to spot
  
• Hottest new leads recently added, including a two–three-sentence recap for quick context
  
• Sales leaderboard ranking top performers by sales won
  
• Pipeline overview with a stage-by-stage breakdown of deal flow
  
• Top activity types showing what your team is logging most
  
• Activity leaderboard tracking rep engagement and effort
  

It’s a simple way to stay connected to what’s happening across your pipeline—without spending your morning pulling reports.

How to subscribe

Email digests are available to all Nutshell teams on Nutshell Sales Pro and above..

To set up or update your subscriptions, head to Settings > Your settings > Email digests.

From there, you can pick your digest type(s) and your preferred delivery schedule.

Your pipeline, clearer every morning

Email digests are here to help you stay focused on what matters—your most important leads, the tasks that need attention, and the activity that keeps your pipeline healthy. If you’d like to start getting your summary emails, you can turn them on now. Or head to the Email digests support article to learn more.

Not a Nutshell customer? Start your free trial today—no credit card required.

Seize Every Opportunity With Email Digests

Get a summary of every important lead, task, activity, and opportunity delivered straight to your inbox. Email Digests keep you and your team on track.

Subscribe today!

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