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Kristen Gray

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Activity overview

Latest activity by Kristen Gray
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    Kristen Gray created an article,

    How to use the activity report [Nutshell Pro]

    1. Training videos
    2. Nutshell Pro

      Helpful articles:   Nutshell reports overview Activity report [Nutshell Pro] Save, share, and download reports Activity quotas: make sure your reps are meeting their daily goals Teams: Create t...

    • Kristen Gray
    • Updated
    • 1 follower
    • 0 comments
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    Kristen Gray commented,

    1. Using Nutshell
    2. The basics of email
    3. Send an email from Nutshell

    Thank you to Brian and Chris for their contributions to this post! If you would like to see the development of CC, BCC and other emailing capabilities in Nutshell, you can upvote this feature now b...

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    Kristen Gray commented,

    1. Using Nutshell
    2. The basics of email
    3. Send an email from Nutshell

    Hi, Bryan! You can send CC on an email to multiple recipients from a company or lead page if you're sending from Nutshell. Any person associated with the company or lead will be available to add as...

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    Kristen Gray commented,

    1. Using Nutshell
    2. The basics of email
    3. Email view tracking

    Great ideas, Noah! Nutshell has lots in store for upgrades made to the emailing experience, so stay tuned and subscribe here to stay looped in for more updates!

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    Kristen Gray commented,

    1. Using Nutshell
    2. Reporting
    3. What is the Nutshell wallboard?

    Hi there, Sarah! Thanks for your comment. The wallboard is not currently customizable, but to create customized reports of your sales data to motivate your team members, I highly recommend building...

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    Kristen Gray created an article,

    How do I migrate my data from Batchbook to Nutshell?

    1. Configuring Nutshell
    2. Get your data into Nutshell

    So, Batchbook is closing its doors. Transitioning to a different CRM can be a headache, and our friendly team is here to help! Step 1: Export your data from Batchbook prior to their January 15th, ...

    • Kristen Gray
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
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    Kristen Gray commented,

    1. Using Nutshell
    2. The basics of email
    3. Email view tracking

    Thank you for your contribution to our forum, Jerry! We appreciate the time you took to make your voice heard. You can stay tuned or subscribe to Nutshell updates by clicking here.

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    Kristen Gray created an article,

    How to use the funnel report [Nutshell Pro]

    1. Training videos
    2. Nutshell Pro

    Check out this quick video to learn about the benefits of using the funnel report!   Helpful Articles: Funnel report [Nutshell Pro]

    • Kristen Gray
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
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    Kristen Gray created an article,

    How to set up and use click-to-call [Nutshell Pro]

    1. Training videos
    2. Nutshell Pro

    Check out this quick video to learn how to set up and start using click-to-call!     Helpful Articles:  Click-to-call: Call contacts from your browser [Nutshell Pro]

    • Kristen Gray
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
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    Kristen Gray commented,

    1. Using Nutshell
    2. The basics of email
    3. Email view tracking

    Thanks for your feedback, Kristin! For those who have participated in this thread, and for others who are interested in offering more feedback about the way Nutshell handles email tracking, you can...