Getting started videos

New to Nutshell? See how Nutshell works in this series of short videos.

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10 articles in this collection
Written by Christina David, Kristen Gray, and Greg Wilson and 1 other

Video: Creating & using Leads

Watch this video to learn how to create Leads in Nutshell and use an individual Lead page.
Written by Christina David
Updated in the last hour

Video: Updating billing and user information

Learn how to make updates to your billing and user information, right from inside Nutshell.
Written by Kristen Gray
Updated over a week ago

Video: Using the Dashboard

Learn how to set up Cards, manage your Activities and To Dos, and view your company's Timeline all from the Nutshell Dashboard!
Written by Greg Wilson
Updated over a week ago

Video: Create Companies and People

Watch this video to learn how to create Companies and People in Nutshell
Written by Christina David
Updated over a week ago

Video: Use tasks & activities to never drop the ball

Learn the difference between tasks and activities, and understand how to use them in this quick tutorial
Written by Katherine Mays
Updated over a week ago

Video: Team Collaboration

An introduction to using Nutshell as a team and the value of transparency in your sales organization
Written by Katherine Mays
Updated over a week ago

Video: Importing your contacts

Learn the basics of uploading your spreadsheet of contact information into Nutshell
Written by Katherine Mays
Updated over a week ago

Video: Sales Process Setup Tutorial [Nutshell Pro]

Learn how to set up a sales process, how a process can help your team on their path to successful sales, and explore automations.
Written by Katherine Mays
Updated over a week ago

Video: Filter your companies and people (New in Nutshell!)

Learn how to use Nutshell's brand-new filters and how to save and share contact lists with your team.
Written by Christina David
Updated over a week ago

Deep dive into Nutshell Reports

Watch this webinar to learn how to answer the most common questions about your sales performance using Nutshell reports.
Written by Katherine Mays
Updated over a week ago