Have questions about Leads, billing, emailing, calendars, activities and tasks? Here are Nutshell's most frequently asked questions.
How do Leads work in Nutshell?
Leads in Nutshell are used to track the lifetime of a deal from beginning to end. By visiting a Lead page, you will be able to review the timeline of all communication and activity that's been logged with People and Companies you have associated with this Lead.
For a video about how to create and use Leads in Nutshell, please follow this link.
For a series of comprehensive videos about how to use Leads in the different Lead views in Nutshell, please follow this link to a video illustrating how to get the most benefit from this feature.
How can I update my billing in Nutshell?
An admin can make changes to your Nutshell billing by clicking Setup and advancing to the billing page. Here, an admin can make updates to your plan details, your method of payment, and review past invoices. Follow this link to watch a video with complete instructions on how to make changes to your Nutshell billing.
How do I set up my email in Nutshell?
Just getting started in Nutshell and would like to take advantage of integrating your email with Nutshell? You've come to the right place!
In Nutshell, you can email your contacts without having to go to your email client. These emails appear to your contacts as though they were sent from inside your email client. When you receive emails in your email client from a Nutshell contact, those emails will also push into your Nutshell account to the right People, Company, or Lead pages. Nutshell offers a robust email sync with both Gmail and Office 365.
Don't have an O365 or Gmail account? No worries. You can also email in Nutshell with all other types of email clients using SMTP configuration. This configuration allows you to send emails right from inside Nutshell. For step-by-step instructions on how to configure your SMTP settings, you can follow this link.
What's the difference between an activity and a task?
In Nutshell, you can keep track of your work in two different ways: with activities and with tasks. The way we use activities and tasks varies based on our needs.
With activities, you can schedule appointments with your Companies and People. If you have an O365 integration, participants on the activity will automatically receive an invitation to join you. If you have a Google calendar integration, you will have the option to send an invitation to included participants from inside your Google calendar. Activities can be made visible to your entire team.
Log your completed activities to maintain a history of those relationships and to report on you and your team's efforts. There are a few different ways to schedule and log activities in Nutshell. Have more questions about how to use activities in Nutshell? You can learn more about activities by following this link.
A task is a lightweight way to remind yourself of things you need to do. At Nutshell, we compare a task to a digital sticky note to remind us to complete tasks by a certain date. You can use them for things like "Email a proposal follow-up," or "Prepare for tomorrow's demo." Creating a task will not send an invitation to participants you include in the task, and these can be made visible to your entire team. You can learn more about how to use tasks by following this link.
Why am I having trouble sending email in bulk?
Are you trying to send bulk email in Nutshell and finding these emails are failing? Nutshell allows users to send up to 500 emails at a time, however, email sending is also subject to the limits of your email provider, as defined by them. As a Nutshell customer, you also agree not to send spam as part of our End User License Agreement, as defined by Spamhaus.
If you'd like to send more than 500 emails at a time, you may consider taking advantage of Nutshell's integration with MailChimp for easy publishing and sending of email newsletters. Learn more about Nutshell's robust integration with MailChimp by following this link.
Is there a question you still have not been able to find an answer to? Nutshell Support is here to help! By clicking the question mark in the upper right-hand corner of your Nutshell dashboard, you can send us an email and we will get back with you as soon as possible. While we are unable to offer training via this channel, we will be happy to point you in the right direction and provide you with resources you need to successfully use Nutshell.