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Kristen Gray

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Activity overview

Latest activity by Kristen Gray
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    Kristen Gray commented,

    1. Community
    2. Feature requests
    3. Send Email Later / Schedule Email Functionality

    Thanks for this thoughtful context, Kevin. I completely understand where you are coming from, and look forward to hearing from other customers interested in this kind of feature!

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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,

    Official comment
    1. Community
    2. Feature requests
    3. Dashboard Cards - Link to show the achieved activity details.

    Hi Kevin, thanks so much for your contribution to our community forum. We love your idea to provide a direct pathway from the quota card to more details about the activities logged, and we can't wa...

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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
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    Kristen Gray commented,

    Official comment
    1. Community
    2. Feature requests
    3. Auto Trigger email

    Thanks for your contribution to our forum, Mark! I can definitely see how completing a stage would merit an auto-sent email. Great minds think alike! With Nutshell's new and improved Sales Automati...

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    Kristen Gray commented,

    Official comment
    1. Community
    2. Feature requests
    3. Add Mailchimp banners/events in a lead's timeline

    Hi there, Cat! Thanks for taking the time to reach out with this great product feedback. While we can see MailChimp updates directly on the Person and Company pages, currently, we can keep track of...

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    Kristen Gray commented,

    Official comment
    1. Community
    2. Feature requests
    3. Direct Number as a drop down field

    Thanks for your post, Bryan! In Nutshell, we can save custom phone types directly on a Person or Company page to indicate the phone number represents something else specific to your organization, s...

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    Kristen Gray commented,

    Official comment
    1. Community
    2. Feature requests
    3. Counties in Territories field

    Thanks for your contribution, Bryan! As many of you already know, we can currently organize territories in Nutshell by Country, State, City, Postal Code, and Area Code. To learn how to organize you...

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    Kristen Gray commented,

    Official comment
    1. Community
    2. Feature requests
    3. Notification Settings

    Hey there, Kate! Thanks so much for your contribution to our forum! Did you know that if you 'watch' a Lead, you can subscribe to notifications for updates on status changes like when a Lead is won...