What it is
Contacts and activity. Not self-serve yet.
Not a self-serve connection yet. A file, Microsoft 365, or Google is enough to start.
What it can do
Not a self-serve connect yet.
The connect flow is still gated.
Upload the contact export.
The rows join memory.
Notes and tasks come with the connection.
They can require approval. Nothing writes to the EHR.
What you can ask
- What is in this Nutshell export?
- Who in the file has no recent activity?