June 19, 2018: More control over your data, more automation

The summer heat and humidity is in full swing here in Ann Arbor, MI. We're pumped to announce another round of updates to make your sales game stronger 💪 and keep it cool.

New features

Available in all plans:

• Attached PDF files on companies, people, and leads will now open in your browser window for easy viewing instead of forcing a download
• Permanently delete a company or person from the Nutshell trash can
• Add or remove competitors from leads in bulk to track who you're winning or losing deals against
• Download a single company, person, or lead as a CSV file for easy portability
• Updates to the billing page: it's a lot faster, and shows more accurate information about your subscription when changing plans
• Turn Nutshell Intelligence on or off as needed to supplement your contact data with social profiles 

Available in Nutshell Pro:

• Create rules to automatically place your leads in the correct pipeline in your sales automation setup
• Selecting stage goals is easier than ever with dropdown menus
• Configure sales automation to automatically close a lead at any stage of your sales process, and even include an outcome to reduce the time you spend on manual lead tracking
• Click-to-call now works in newer versions of Safari without Flash, and if there is an error we've added new messages to clarify the issue

Squished bugs

• Android: The screen to create new companies, people, and leads finally automatically opens your keyboard, and we've fixed some glitches that sometimes made the timeline fail to load
• iOS: Some pathways to opening a "Create new" menu were broken, now they work perfectly
• Fixed a scrolling issue on the dashboard To Do list
• Resolved an issue where the "Next activity" column occasionally did not update for companies and people