Getting started videos

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

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11 articles in this collection
Written by Christina David, Greg Wilson, and Katherine Mays and 1 other

Video: How to use the Lead Views

Want to learn about how to use the different Lead Views in Nutshell? Watch these quick easy videos.
Written by Christina David
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: 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

Learn how to manage notifications, mention users in notes and comments, and manage users and teams.
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: Creating & using Leads

How do I create and use leads in Nutshell? What is the difference between a company, a person, and leads?
Written by Christina David
Updated over a week ago

Video: Filter your companies and people

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 yesterday

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

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

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