Nutshell can remind you to Keep in touch with your most important contacts — without the hassle of recurring tasks.
Nutshell Keep in touch is already set up and available to all of your users!
How to use
- Find that special Company or Person you want to Keep in touch with.
- On that Company's or Person's page, click a plant to choose the frequency you'd like to keep in touch with them.
Check your Dashboard, like 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 up, just like a sales process step or task.
Follow up frequency
Users can choose 3 different recurring options to keep in touch:
- Remind me to follow up every 3 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've set weekly follow-ups with Jim Halpert, completing the follow-up will prompt you again with a new To Do item in 1 week. If you've set monthly follow-ups, your To Do list will get a new follow up item set for 1 month from today'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 3 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've never contacted the person, or if you haven't contacted them in a long time (longer than the frequency), Nutshell Keep in touch will remind you to follow-up immediately. We don't want you to drop the ball! ;)
Can I cancel a follow-up?
Yep! Click the “x” to lose touch with a Company or Person.