Katherine Mays
Hi! I'm the manager of Customer Experience at Nutshell. I spend my time thinking about how to make your life easier. In my spare time, I like to take my dog on long walks, cook elaborate vegetarian meals, and practice my dance moves.
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Activity overview
Latest activity by Katherine Mays-
Katherine Mays created an article,
April 2019: The Shipping News - personal email sequences edition
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Katherine Mays commented,
Hi Reynaldo! Nutshell emailing doesn't include built-in link click tracking, so many of our customers are using the Nutshell + MailChimp integration to send beautiful emails and track their contact...
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Katherine Mays created an article,
June 2019: The Shipping News - hot leads edition
// <![CDATA[ if(window.location.href.indexOf("/360034006393") > -1) { window.location.href = "https://mailchi.mp/nutshell.com/light-a-fire-under-your-most-important-deals-with-hot-leads"; ...
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Katherine Mays created an article,
Automatically close leads that don't respond, with a reminder to follow up later
You want the open leads in your Nutshell account to be current, existing opportunities, but you also don't want potentially valid deals to fall through the cracks! To save time and stop worrying ab...
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Katherine Mays created an article,
What is the best way to track prospects in Nutshell?
One of the great time-saving things about Nutshell is that you don't need to "convert" between prospects, leads, deals, opportunities, or any of the other terms people use to talk about their poten...
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Katherine Mays created an article,
How can I import my existing Nutshell contacts to Google Contacts?
While we continue to explore a syncing feature with Google Contacts, there are a lot of roadblocks that currently prevent this. The Nutshell Zap with Google contacts currently works to achieve ...
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Katherine Mays created an article,
How do I format my file to import parent-child companies?
Do you do business with a Company which has several different locations, and want to know how to import these accounts correctly into Nutshell on your first try? In Nutshell, we can manage parent ...
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Katherine Mays created an article,
How to print from Nutshell
Nutshell is designed to be an alternative to pen and paper but sometimes you just need a hard copy! :) There are two ways to print your reports and lists from Nutshell: (recommended) The best ...
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Katherine Mays created an article,
How should I configure my email-sharing settings in Nutshell as a manager?
By design, Nutshell is intended to serve as a collaborative tool for teams, but certain communications such as emails from HR or payroll are not meant to be shared. Wondering how you should establi...
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Katherine Mays created an article,
How can I automatically reassign my decayed Leads to another individual or team? [Nutshell Pro]
Are your leads sitting in important stages for too long? Are you interested in automating Lead redistribution after a customizeable Lead decay period? Follow these easy steps to make sure your Lead...