How to add a new Person or Company in Nutshell
Learn how easy it is to create a Person or Company in Nutshell with this step-by-step guide.
9 steps
Nutshell
1
Learn how to add a new Person or Company to your Nutshell account in eight easy steps!
2
Click '+ Add new' next to the 'Search...' bar at the top of your Nutshell interface.
3
Select 'Person.' Creating a Company will follow similar steps.
4
Name your Person or Company.
5
Add the person's email address.
6
Include a short bio for additional information.
7
Include other details about the person, like: - Where they work - Phone number - Address - Website or social media account URL
8
If you'd like to add custom fields to your contact record, click the 'Customize fields' button at the top of the form.
9
Once done, click 'Add person' to add the contact to Nutshell.
How to add a new Person or Company in Nutshell
Learn how easy it is to create a Person or Company in Nutshell with this step-by-step guide.
9 steps
Nutshell
1
Learn how to add a new Person or Company to your Nutshell account in eight easy steps!
2
Click '+ Add new' next to the 'Search...' bar at the top of your Nutshell interface.
3
Select 'Person.' Creating a Company will follow similar steps.
4
Name your Person or Company.
5
Add the person's email address.
6
Include a short bio for additional information.
7
Include other details about the person, like: - Where they work - Phone number - Address - Website or social media account URL
8
If you'd like to add custom fields to your contact record, click the 'Customize fields' button at the top of the form.
9
Once done, click 'Add person' to add the contact to Nutshell.
