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,
Select the primary contact person at a company
Nutshell makes it easy to keep track of all the people you might work with at an organization. You can select the primary contact to make sure you always know who to reach out to first. To select a...
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Katherine Mays created an article,
Work faster using keyboard shortcuts
Some helpful keyboard shortcuts can help you get going faster than ever. Create a person by pressing c followed by p Create a company by pressing c followed by c Create a lead by pressing c fol...
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Katherine Mays commented,
I'm excited to share an update with everyone who took the time to comment on this post! We have released a big handful of updates that now allow for far more granular abilities to track what happen...
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Katherine Mays commented,
Thanks to feedback from our awesome customers like Greg, we're happy to share that maps are now available in the iOS app. It's easier than ever to see where your customers and leads are located!
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Katherine Mays commented,
Great note, Mario! You're right that the Nutshell trigger won't fire for updated people. This is something we are considering adding and I've added you to a list of customers who would benefit from...
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Katherine Mays created an article,
How to send automated emails from Nutshell [Pro]
Using personalized email sequences to send email from Nutshell? Use sales automation to start sending sequences without lifting a finger and generate even more replies. Use automated emailing with...
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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 to connect your email with Nutshell
Use the email sync between Gmail or Office 365 and Nutshell to send and receive your email messages in both places. With any other email provider, connect to Nutshell to send emails from Nutshell. ...