What is Nutshell?
Nutshell is a popular CRM software that helps businesses manage customer relationships and sales.
How do I log in to my Nutshell account?
You can log in to your Nutshell account by visiting the login page and entering your username and password.
I forgot my password. How can I reset it?
You can reset your password by clicking the "Forgot your password?" link on the login page and following the instructions.
What is the difference between a lead and a contact in Nutshell?
A lead is a potential customer or business opportunity, while a contact is a person or company that you have an established relationship with.
How do I create a new lead or contact in Nutshell?
You can create a new lead or contact by clicking the "+" button on the top right corner of your screen and selecting "New Lead" or "New Contact."
How do I add tasks to my leads or contacts?
You can add tasks by clicking the "Tasks" tab on a lead or contact's page and clicking the "Add a new task" button.
Can I import contacts from a spreadsheet into Nutshell?
Yes, you can import contacts from a spreadsheet by clicking the "Lead and contact import" button on the "Export and import" page.
Why am I having trouble importing my contacts into Nutshell?
There may be issues with the formatting or structure of your spreadsheet. Refer to Nutshell's Import Guide for help.
How can I customize my Nutshell dashboard?
You can customize your dashboard by clicking the "Customize Dashboard" button on the top right corner of your screen and selecting the widgets you want to display.
Can I assign specific users to access certain leads or contacts?
Yes, you can set permissions for individual users by going to the "Permissions" page in your Nutshell account settings.
How do I delete a lead or contact?
You can delete a lead or contact by opening their page and clicking the "Actions" button, then selecting "Delete."
Can I merge duplicate contacts in Nutshell?
Yes, you can merge duplicate contacts by opening one contact's page, clicking the "Actions" button, and selecting "Merge with another contact."
Why am I unable to log in to Nutshell?
There may be several reasons for this, such as incorrect login credentials or server issues. Check your login information and try again, or contact Nutshell's customer support for assistance.
How can I export my Nutshell data?
You can export your data by clicking the "Export and import" button on the top right corner of your screen and selecting the data you want to export.
I accidentally deleted some data. Can I retrieve it?
Yes, you can retrieve deleted data by going to the "Trash" page and clicking the "Undelete" button next to the data you want to restore.
Why am I seeing an error message when trying to edit a contact?
This could be due to a temporary issue with the server. Try reloading the page or contacting Nutshell's customer support for further assistance.
How do I add products to a lead or a deal?
You can add products by clicking the "Products" tab on a lead or deal's page and clicking the "Add a product" button.
Can I set reminders for specific tasks or events?
Yes, you can set reminders by clicking the "Remind" button when creating or editing a task or event.
How do I change the currency used in Nutshell?
You can change the currency by going to the "Settings" page, selecting "Billing and payments," and clicking the "Edit" button next to the currency field.
Can I integrate Nutshell with other tools and apps?
Yes, you can integrate Nutshell with various tools and apps through third-party integrations. Check Nutshell's Integrations page for a list of supported integrations.
I'm receiving an error message when trying to sync my calendar with Nutshell. What should I do?
Check that you have granted Nutshell access to your calendar and try syncing again. If the issue persists, contact Nutshell's customer support for assistance.
How can I add custom fields to my leads or contacts?
You can add custom fields by going to the "Settings" page, selecting "Custom fields," and clicking the "Add custom field" button.
Can I view reports and analytics in Nutshell?
Yes, you can view reports and analytics by going to the "Reports" page and selecting the type of report you want to view.
I'm receiving an error message when trying to make a payment on my Nutshell account. What should I do?
Check that your payment information is correct and that your credit or debit card is not expired. If the issue persists, contact Nutshell's customer support for assistance.
How can I get help with a specific issue or question?
You can contact Nutshell's customer support team by clicking the "Help" button on the bottom right corner of your screen and selecting "Contact Support." You can also visit the Nutshell Help Center for commonly asked questions and troubleshooting guides.
