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support.nutshell.com
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support.nutshell.com |
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support.nutshell.com Ip Information
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Singapore |
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« Back to .com Help Center Start a trial Submit a request Sign in Hello! We’re here to help. New in updates Using Get 24/7 help and support with our collection of instructional articles and videos. Configuring New to ? Start selling in no time with these guides for admins. Training videos Watch and learn about features and best practices. Best Practices tips and tricks to get the most out of the world's favorite CRM. Changelog A feed of updates and improvements made over time New in New in New in Summer 2020: The Shipping News July 2020: Personal Email Sequences March 2020: The Shipping News February 2020: The Shipping News January 2020: The Shipping News January 2020: Constant Contact Integration Launch Using FAQ Getting started with : a setup guide for users A short dictionary FAQs How do I cancel my trial? I am trying to disable a user and am getting a reassignment error message I need help establishing my SMTP settings! How do I change the ownership of my account? How do I choose my default email client? How do I revert a past import? How do I delete a pipeline? My email or calendar sync stopped working. What should I do? What do I get if I upgrade from Classic to Pro? Get help ordering Arby’s My account Gmail sync FAQ Office 365 email sync FAQ Sync Google Calendar with Chrome extension for Gmail Sync your Office 365 calendar Microsoft Outlook Add-In Send emails from using SMTP and add inbound emails to using BCC Click-to-call: Call contacts from your browser [ Pro] Updating your profile Notifications: Receive alerts about what happens in How to view activities in an external calendar Trash can: recover accidentally deleted items Troubleshooting the Mac app Twitter: See stats on your People and Companies My Dashboard How do I customize my dashboard cards? Where are my activities and tasks? What is the timeline? How do I schedule and log activities? Tasks: Use tasks to schedule reminders How can I get reminders to follow up with my contacts? Using Companies, People, and Leads ★ Create new companies, people, and leads Select the primary contact person at a company Working with lists of Companies, People, and Leads How do I edit, bulk edit, and delete companies, people, and leads? How to comment on timeline entries and mention your teammates How do I detect and merge duplicate Companies, People, and Leads? Upload/attach files to Companies, People, and Leads How does help me find social media information for my contacts? Maps in : view people, companies, and leads on a map Using leads for sales tracking Prioritize your hot leads Identify sales trends with lead charts How to close a lead How to track the value of your leads and measure your sales using products Using the Lead Board Pending Leads Watch another user's leads The basics of email ★ How to connect your email with Send an email from Organizing your emails in BCC your emails into Email templates Email sequences [ Pro] How can I send bulk emails with ? How do I hide and share emails? Can I send emails with attachments? How to track emails sent from Add a signature to your emails Email sending limitations mobile iOS: General overview Android app: General overview iOS: Create activities Android: Create and log activities iOS: Add contacts from your iPhone to Android: Add contacts from Android to iOS: Create companies, people, and leads Android: Create Companies, People, and Leads Business card scanner Reporting reports overview Report on your sales How can I pull a Losses report? New Leads report How do I create a forecast report? Custom report Snapshots: Tracking your Trends Activity report [ Pro] Funnel report [ Pro] Save, share, and download reports What is the wallboard? About ★ Contact End User License Agreement Privacy Policy System Requirements: browser and OS compatibility Status & Reliability pricing GDPR and GDPR subprocessors Configuring Getting started for admins Getting started with : a setup guide for admins Am I an admin? Customize your new account settings Markets: set up currency to do business internationally How do I add my colleagues to ? Activity types: Create custom activity types Getting ready to import? Download our sample CSV file Billing How do I update my billing plan and payment information? How do I cancel my subscription? Can I get a copy of past invoices? How do I export my data? Organize your information Custom fields for companies, people, and leads Create and use tags in Company Types: Create custom designations for your Companies Add territories to Companies and People Organize and report on industries Create Products to track the value of your leads Sources: identify where your Leads come from Outcomes: Why are you losing and canceling leads? Add competitors to report on how they affect your leads Get your data into ★ How do I import companies, people, and leads from a CSV spreadsheet? What sources can I import from? Need help importing your data? What data can I import into ? Importing: Best practices Prevent duplicates from being created in How do I see past Imports? How to migrate from Salesforce Migrate your HubSpot CRM data to Add your customers from QuickBooks to One-click migration from Highrise Manage your team User settings: viewing permissions and restricting non-administrators Assign leads to your sales reps Teams: Create teams and add your sales reps How do I remove a team member from my account? Sales Quotas: Assign quotas to teams Activity quotas: make sure your reps are meeting their daily goals Sales automation What is sales automation? How to create a custom pipeline with sales automation How do I automatically assign leads to my team members? How do I automatically distribute leads into certain pipelines? [ Pro] How do I automate a lead's progress using stage goals? [ Pro] How do I create an automated task list? [ Pro] How to send automated emails from [Pro] Working with multiple pipelines [ Pro] How do I manage my Leads after the sale? [ Pro] How can I automate my email marketing with ? [ Pro] Connect with your other apps API keys: Create API keys to integrate 3rd-party apps Constant Contact: Send marketing emails based on pipeline stage Slack: receive notifications in your Slack channels Connect with Intercom to track chats in your CRM Create Quickbooks invoices from leads Connect to your other tools using Zapier Mailchimp: Export your contacts to specific Mailchimp audiences Wufoo: Collect leads from form submissions HubSpot: Connect your companies, people, and leads with your marketing content Unbounce: Add leads to from a landing page or your website PandaDoc: create, send, track, and electronically sign proposals & contracts "Send to" actions: add lead data to your other applications Zendesk: Customer service platform/ticketing system UserVoice: Helpdesk and feedback Skype: initiate Skype calls from Kixie: Integrate with your Kixie phone service RingCentral: Make calls from Can I export my People to Google Contacts? Yesware: Send emails to Trello: Create cards from Leads 3CX: Integrate with your 3CX phone service RingCentral: Search by incoming caller ID LiveChat: Live chat integration Olark: Live chats integration Troubleshooting the Google integrations: Common problems and solutions Training videos Learn the basics Personal Inbox How to create new companies and people How to create and use leads Activities and tasks How to use the dashboard How to collaborate with your team How to use the Sales Report How to filter your companies, people, and leads How to bulk edit People, Companies, and Leads How to use the lead views How to search for companies, people, and leads in Set up your account How to import your contacts Updating billing and user information Pro ★ What do I get with Pro? How to set up sales automation [ Pro] Introduction to email sequences [ Pro] How to set up and use click-to-call [ Pro] How to use the activity report [ Pro] How to use the funnel report [ Pro] Webinars ★ New user webinar: hit the ground running a...
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