Contact & data model — found from sitemap — Nutshell

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• Data model Report an error

  “In Nutshell, people represent individuals, companies represent organizations, and leads represent business deals.”

• Creation methods Report an error

  “Companies, people, or leads can be created using the +Add new button in the top menu of every page in Nutshell. Companies, people, and leads can also be created within existing profile pages, or you can import into Nutshell to add new companies, people, and/or leads in bulk.”

• Keyboard shortcuts Report an error

  “Press C twice ("cc") to open the form to create a new company Press C then P ("cp") to open the form to create a new person Press C then L ("cl") to open the form to create a new lead”

• Former contacts Report an error

  “If someone at a company moves on, or your relationship with a company changes, you can mark them as a former company or person rather than removing them entirely. Former contacts are kept in their own tab on the page so your history stays intact.”

• Lead pipeline model Report an error

  “In Nutshell, your sales are tracked as leads through the entire pipeline. There's no separate distinction between leads vs. opportunities/deals. Your full sales process from discovery to closing will all be followed on a single lead record.”

• Lead fields Report an error

  “When you create a lead, you can add companies, people, products, an expected close date, your confidence level in the deal, the market the lead is in, any competitors you know you're working against, and the lead's source. Add an assignee to designate which team member is responsible for the lead.”

• Marketing automation lead creation Report an error

  “Automatically create a new lead for a person after they visit a specific page on your site with Marketing automations.”

• Hot lead priority Report an error

  “You can mark a lead Hot if you need to prioritize it and Nutshell will fire it up everywhere you can view a lead in Nutshell: your dashboard, your lead board, lead list, activities/tasks panel, from company and person pages, and in search results.”

• Lead products competitors Report an error

  “You can add products to a lead when you create it or add them later, but keep in mind that leads only have value if they have a product. Administrators can create products in the Products page. Competitors can be created on-the-fly or pre-defined in the Competitor Settings, and can be helpful to remind yourself or your reps to adjust their strategy. Tracking competitors on leads is useful for reporting.”

• Lead sources Report an error

  “You can also choose to add a source to your leads. Use them with Nutshell's built-in reports to measure the effectiveness of your prospecting and/or marketing efforts. Sources must be created by an administrator in the Sources Settings before you can start adding them to leads.”

• Lead number Report an error

  “All leads are given a lead number, which is a unique identifier that cannot be changed. You can also add a description or name to your leads when you add them to Nutshell. If you leave the name field blank, the lead will automatically get the name of the first company you add to the lead. If you don't add a company, the lead gets the name of the first person you add.”

• Lead auto assignment Report an error

  “When you add a new lead, it is automatically assigned to you. You can manually assign the lead to a specific team member or tell Nutshell to follow the automatic assignment rules defined in your pipeline. Leads can be assigned to specific users or teams based on territory, company type, market, industry, product, competitor, or source. If you auto-assign to a team, you will have the option to round-robin leads to members of the team.”

• Address paste parsing Report an error

  “Nutshell's address field on company and people profile pages allow you to copy and paste a full address, rather than having to add each address field separately.”

• Location reporting Report an error

  “To generate city and state-specific lead reports, ensure that address details like city and state are included in the built-in address fields, not custom fields. If these details are missing or stored incorrectly, location-based filtering and reporting will not be possible.”

• Import Report an error

  “Companies, people, and leads can also be created within existing profile pages, or you can import into Nutshell to add new companies, people, and/or leads in bulk.”

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