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,
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 t...
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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...
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Katherine Mays created an article,
How can I import and report on my past sales?
New to Nutshell and looking for a way to import your past sales from a different spreadsheet or CRM? Bringing in your past business can unlock the ability to run comparison on your sales reports in...
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Katherine Mays created an article,
See your Nutshell contacts on your Android phone for caller ID
Here are instructions on how to sync your Nutshell contacts to your Android phone so that you can see who's calling you. The easiest and best way to sync your contacts to your phone is to first syn...
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Katherine Mays created an article,
How to set up Nutshell for real estate
Nutshell helps brokers and agents across the globe to stay on top of their client relations so no sales opportunity falls between the cracks. Nutshell also helps to keep their process streamlined t...
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Katherine Mays created an article,
iOS: Create activities
You can create new activities on Nutshell for iPhone, and easily log them along with your notes on the go! Check out this quick video to see how to add a new activity to a person on the Nutshell iP...