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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Recent activity by Katherine Mays Sort by recent activity-
Jeff Dutton, tags are separate between companies, people, and leads, so if you want a tag on all categories it will need to be created for each. However, say you'd like to filter or report on leads...
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An exciting update for all our customers (Chris Schultz and Bryan Bloom, you'll probably want to know about this)! The ability to CC an email to anyone as well as the ability to reply directly to a...
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Hi Brian Morris! Great question. If you have duplicate tags, you can visit your tags setup page to delete any that you do not wish to keep. While you are deleting a tag, you receive an option to re...
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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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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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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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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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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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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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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...