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,
Office 365 email sync FAQ
I just synced my Office 365, but my past emails did not come in. Why not? The initial sync will bring in your sent messages from the last 45 days, or the most recent 80 messages (whichever comes fi...
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Katherine Mays created an article,
Gmail sync FAQ
I am having trouble syncing with Gmail. Nutshell follows strict communication standards to talk to Google for your data. Sometimes things don't work out when trying to access your data and the resu...
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Katherine Mays commented,
Mario, that's a great question. There are a couple of ways you could address this. Create an activity type called "No-show" or "Cancelled", which you can log without affecting your sales automati...
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Katherine Mays created an article,
How do I connect my email with Nutshell?
Connect your Gmail or Office 365 email with Nutshell to send and receive messages in both places. With any other email provider, connect to Nutshell to send emails from Nutshell. By connecting your...
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Katherine Mays created an article,
Create Quickbooks invoices from Nutshell leads
Take the heavy lifting out of generating invoices when you win new business by creating them directly from Nutshell. Quickbooks Online customers can easily add invoices without any data entry! Us...
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Katherine Mays created an article,
How to search for companies, people, and leads in Nutshell
It's easy to find important information! Check out this short tutorial to learn the different ways to search in Nutshell.
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Katherine Mays commented,
You can display the wallboard on any device from a logged-in user's account. We don't limit the number of devices a user can be logged in on at a given time.
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Katherine Mays commented,
Hi Becky! All logged activities in Nutshell will update your last contacted date. We'll follow up with you directly to see what might be preventing this from happening in your account.
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Katherine Mays created an article,
Connect Nutshell to your other tools using Zapier
Need to integrate Nutshell with another tool that helps power your business? Nutshell connects to Zapier and their library of no-coding-required integrations with over 1500 other apps. While Nutsh...
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Katherine Mays commented,
Thanks for your question, Nitin! Nutshell doesn't indicate what time your recipient opened an email. Nutshell does integrate with MailChimp, which you can use to see when an email was opened direct...