Nutshell can remind you when to keep in touch with your most important contacts — without the hassle of recurring tasks.
Nutshell's keep in touch tool is already set up and available to all of your users!
Table of Contents
How to use
- Find that individual company or person you want to keep in touch with.
- On that company or person page, click a plant to choose the frequency you would like to keep in touch with them.
Check your Dashboard, as you would daily, and use the follow-ups filter on your to do list to see all of your scheduled follow-ups. You can also edit or complete your follow-ups, just like a sales process step or task.
Follow up frequency
Users can choose three different recurring options to keep in touch:
- Remind me to follow up every three months
- Remind me to follow up every month
- Remind me to follow up every week
The larger the plant, the deeper the roots and the stronger your relationship!
Can I customize the frequency of a follow-up?
The frequency of a follow-up is not currently customizable.
Will keep in touch follow-ups sync to my calendar?
Keep in touch follow-ups will not sync to your calendar, as they are intended to prompt action directly within Nutshell as you complete your daily tasks.
What happens when I complete a keep in touch follow-up?
After you complete a follow-up, a new follow up to do will appear on your list for one full follow-up cycle. For example, if you have set weekly follow-ups with Jim Halpert, completing the follow-up prompts you with a new to do due in one week. If you have set monthly follow-ups, your to do list will get a new follow-up item set for one month from the day's date.
Can I change the frequency for keeping in touch?
Of course! If you choose a different plant, it will change the frequency. For example, if you go from 3 months to 1 week, and you set it three weeks ago, it will prompt you immediately to follow up.
I just set a follow-up frequency, and it prompted me to follow up right away. What gives?
If you have never contacted the person, or if you have not contacted them in a long time (longer than the frequency), Nutshell keep in touch will remind you to follow-up immediately. We do not want you to drop the ball! ;)
Can I cancel a follow-up?
Yep! Click the “x” to lose touch with a company or person.