Updating PeopleIQ Settings for CEO Role

This guide offers a comprehensive overview of how to effectively utilize PeopleIQ to connect with key individuals at target companies.

6 steps

Nutshell

PeopleIQ identifies key individuals at the companies you have in Nutshell and reveals their contact information, so you get your message in front of the right person. Take a **self-guided tour** to learn about setting up PeopleIQ.

Go to Settings > Data > PeopleIQ.

You can then toggle PeopleIQ on.

From there, select the filters you want to use when identifying people with PeopleIQ. Admins can configure filters based on management level, job field, and contact information. Save your changes to apply the filters.

When PeopleIQ discovers new people for a company, you'll see the indicator appear, alerting you that there are people for you to view. Click on the indicator to open the sidebar.

In the sidebar, you'll see potential contacts at the company, along with their contact information. Select a person to add them to Nutshell so you can get in touch and start building a relationship. Each person you unlock costs one IQ credit and reveals all of the data Nutshell has about the contact, including email, phone, and LinkedIn.

Updating PeopleIQ Settings for CEO Role

This guide offers a comprehensive overview of how to effectively utilize PeopleIQ to connect with key individuals at target companies.

6 steps

Nutshell

Go to Settings > Data > PeopleIQ.

You can then toggle PeopleIQ on.

When PeopleIQ discovers new people for a company, you'll see the indicator appear, alerting you that there are people for you to view. Click on the indicator to open the sidebar.