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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62 articles in this collection
Written by Kristen Gray, Katherine Mays, and Greg Wilson and 1 other
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

Can I update and bulk edit Companies, People, and Leads?

Update data such as assignee, owner, tags, territories, industry, company type, sales process, pipeline, close date, confidence and status
Written by Katherine Mays
Updated yesterday

How do I detect and merge duplicate Companies, People, and Leads?

Nutshell detects duplicates for you to help you stay organized.
Written by Christina David
Updated yesterday

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

How do I 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

How do I 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

How can I pull a 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

How do I create a 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

Can I track leads lost to 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

What is the Nutshell Wallboard?

Want a feed of your sales data to show on a screen for the whole team? Use the Nutshell Wallboard to show key sales metrics to everyone.
Written by Greg Wilson
Updated over a week ago
Email and calendar sync

Can I sync my Office 365 calendar?

See your calendar activities in your Microsoft Office 365, Outlook, 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

How do I hide and share 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

Can I send emails with attachments?

Learn how to attach an email in Nutshell and view emails sent in individual timelines and from sync'd email programs
Written by Katherine Mays
Updated over a week ago

How do I Sync emails with Gmail labels?

Using a "Nutshell" label in Gmail will selectively sync email to your Nutshell account from your Google G Suite 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