Nutshell key features and capabilities explained

Learn how Nutshell organizes your customer information, automates your sales process and uncovers insights so you can win more deals.

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56 articles in this collection
Written by Katherine Mays, Greg Wilson, and Christina David and 2 others
Companies and people

Create new Companies, People, and Leads

Learn how to add new contacts to Nutshell
Written by Christina David
Updated over a week ago

Update and bulk edit Companies and People

Make changes to a group of your companies or people to avoid individual data entry
Written by Katherine Mays
Updated over a week ago

Merge duplicates: Detect and merge duplicate Companies and People

Nutshell detects duplicates to help you prevent them as you create new Companies and People.
Written by Greg Wilson
Updated over a week ago

Upload a company logo, personal avatar, and photos for Companies and People

Add custom images to your Nutshell account to make it your own.
Written by Katherine Mays
Updated over a week ago

Nutshell Intelligence: Fill in the gaps with our top secret data information service

Learn more about Nutshell Intelligence, and how it uses social media profiles to evolve your communication.
Written by Christina David
Updated over a week ago

Upload/attach files to Companies, People, and Leads

Attach files to Companies, People, and Leads from Box, Dropbox, Google Drive, via a URL (Web images), or a computer camera
Written by Greg Wilson
Updated over a week ago

Filter the People list

Filter your People list for easier bulk editing, exporting, and data manipulation.
Written by Greg Wilson
Updated over a week ago

Filter the Companies list

Filter your Companies list for easier bulk editing, exporting, and data manipulation.
Written by Greg Wilson
Updated over a week ago

Delete Companies and People

When you delete a Company or Person, Nutshell will hide it from searches.
Written by Greg Wilson
Updated over a week ago
Reporting

Reports overview: built-in report types

Learn about Nutshell's reporting capabilities
Written by Christina David
Updated over a week ago

Show sales in reports

Learn how to add value to leads so you can report on your sales progress toward your goals in Nutshell
Written by Greg Wilson
Updated over a week ago

Sales report

Instantly understand your sales performance and see how you're tracking against quota
Written by Katherine Mays
Updated over a week ago

Losses report

Want insight into why you are losing business? Use the Losses report to determine how much you're losing, and why.
Written by Christina David
Updated over a week ago

New Leads report

Monitor your lead volume to ensure you're keeping the pipeline full
Written by Katherine Mays
Updated over a week ago

Forecast report

Quick view of your sales to date, pipeline, projected sales, and whether your team is on track to meet quota
Written by Katherine Mays
Updated over a week ago

Custom report

Drill down into your leads with a custom report
Written by Greg Wilson
Updated over a week ago

Snapshots: Tracking your Trends

Use Nutshell's snapshots report to see how your business is evolving at a glance
Written by Katherine Mays
Updated over a week ago

Activity report [Nutshell Pro]

Check out your team's progress in the Activity report: see an overview and a detailed report about what your team is up to
Written by Katherine Mays
Updated over a week ago

Funnel report [Nutshell Pro]

Want to track your leads through each stage in your process, and see where you might be losing sales? Look no further!
Written by Christina David
Updated over a week ago

Track and report on competitors

Learn how to add your competitors to Nutshell and report on them, to stay ahead of the game.
Written by Christina David
Updated over a week ago
Email and calendar sync

Microsoft Office 365 Calendar Sync

See your calendar activities in your Microsoft Office 365 and Nutshell calendars
Written by Katherine Mays
Updated over a week ago

Google Calendar Sync: sync activities between Nutshell and Google

Sync Nutshell to your Google Calendar to keep your schedule aligned
Written by Christina David
Updated over a week ago

Subscribable calendar feeds

Learn how to subscribe to your Nutshell Calendar Activities to view them in your Apple, Microsoft, or other calendar application.
Written by Christina David
Updated over a week ago

Email Sharing: How to share or hide specific emails

You can decide how synced emails are shared in Nutshell with other team members, or keep all your emails private.
Written by Kristen Gray
Updated over a week ago

Email attachments

How to attach an email in Nutshell and view emails sent in individual timelines and from sync'd email programs
Written by Amanda Holdan-Sinisi
Updated over a week ago

Sync emails with Gmail labels

Emails including a "Nutshell" label in Gmail will automatically sync to your Nutshell account
Written by Greg Wilson
Updated over a week ago

Microsoft Exchange integration features

Learn how Nutshell can integrate with Microsoft Exchange for email and calendar
Written by Katherine Mays
Updated over a week ago

Microsoft Exchange: integrate your calendar

See your scheduled Nutshell activities and tasks in a Microsoft Exchange Outlook calendar.
Written by Christina David
Updated over a week ago