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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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  • See your Nutshell contacts on your Android phone for caller ID

    Here are instructions on how to sync your Nutshell contacts to your Android phone so that you can see who's calling you. The easiest and best way to sync your contacts to your phone is to first syn...

  • How to print from Nutshell

    Nutshell is designed to be an alternative to pen and paper but sometimes you just need a hard copy! :) There are two ways to print your reports and lists from Nutshell:  1) (recommended) The best w...

  • Clone leads to eliminate data entry for repeat sales

    Are you selling to the same customers repeatedly? Now, you can create a copy of a lead file to avoid having to re-enter the information on a new lead.  How to do it Go to the lead you want to clone...

  • Report on your activities with leads

    Nutshell's activity report enables easy reporting on your sales team's efforts towards managing their customers and leads. It is useful for understanding what your team spends their time on, and al...

  • About the Nutshell community

    You're looking at our community forum. We are happy you're here! The community forum is designed to be a place to learn from each other. You can search or browse our topics to find information abou...

  • Email Attachments

    Completed

    Automatically import email attachments with synced and BCCed emails. Allow files to be attached to emails sent from Nutshell.