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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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Latest activity by Katherine Mays
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    Katherine Mays created an article,

    Nutshell GDPR subprocessors

    To support delivery of our Services, Nutshell, Inc. may engage and use data processors with access to certain Customer Data (each, a "Subprocessor"). This page provides important informat...

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    Katherine Mays created an article,

    GDPR and Nutshell

    Our commitment to privacy and data protection Nutshell’s stance has always been that you own your data. Security has (and always will) come first as we build, develop, and support your CRM. We are ...

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    Katherine Mays created an article,

    How do I create an automated task list?

    Create automated reminders to ensure that your reps are completing tasks on time. Keep up the momentum in your sales process by creating automated to do lists for your team. Setting up an automate...

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    Katherine Mays created an article,

    What is sales automation?

    Nutshell’s sales automation eliminates mundane, repetitive data logging and allows your talented salespeople to focus on acquiring, nurturing, and closing leads. Winning deals shouldn’t be bogged ...

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    Katherine Mays created an article,

    How can I automate my email marketing with Nutshell?

    Leads can automatically enter and leave email marketing campaigns based on where they are in the buying process. Integrate your sales process with MailChimp to be sure that your prospects are rece...

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    Katherine Mays created an article,

    How do I automate a lead's progress using stage goals?

    Stage goals are the purpose of each stage. When met, your leads will automatically advance to the next stage. Learn how to set them up here. A great sales process has very specific goals for each s...

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    Katherine Mays created an article,

    How do I edit pipelines?

    Learn how to make changes to your pipelines, including adding a new pipeline or editing an existing pipeline. Admins can make changes to pipelines in Nutshell from the Sales automation page in you...

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    Katherine Mays created an article,

    April 2017: Powerful new reports to gain sales insights

    Nutshell has always focused on making access to your sales data a breeze. We wanted to make it even easier for small and medium sales teams to visualize and understand their sales and losses, forec...

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    Katherine Mays created an article,

    March 2017: Filtering upgrades, negative filters, and more

    We're thrilled to introduce new, more flexible ways to understand the information you have about your companies, people, and leads.  New changes include:  Filtering on custom fields Negative filte...

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    Katherine Mays created an article,

    "Send to" actions: add Nutshell lead data to your other applications

    Need to share leads with your other software applications? A custom lead action can be configured to pull your lead's information out of Nutshell and into any external tool that helps to power your...