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 commented,
Hi Julia Wester! Lead distribution rules are applied to leads in any pipeline other than the default pipeline (since leads that don't meet the distribution rules on other pipelines automatically en...
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Katherine Mays created an article,
Include downloadable attachments in marketing messages
With Nutshell email marketing outreach, you can upload files and send them to your audiences. There isn't a way to directly attach a PDF like a regular file attachment (this is a good thing–they c...
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Katherine Mays created an article,
Welcome to Nutshell Marketing
Send beautifully designed email marketing messages to thousands of contacts at once using Nutshell. Unite your email marketing and sales efforts in Nutshell to unleash the power of growth software....
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Katherine Mays commented,
Great question, vince westendorp! You can report on a company, person, or lead's total email clicks from the list view. You may add the column using the grid icon on the upper right corner of the ...
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Katherine Mays commented,
Great question, Ashley Hamby! We typically recommend using creating a custom field (the "center of the lead" option is great) for important notes that you'd like pinned on the top of your lead page...
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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...