Avatar

Kristen Gray

  • Total activity 211
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 118

Activity overview

Latest activity by Kristen Gray
  • Avatar

    Kristen Gray commented,

    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!

  • Avatar

    Kristen Gray commented,

    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!

  • Avatar

    Kristen Gray commented,

    Official comment

    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...

  • Avatar

    Kristen Gray commented,

    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...

  • Avatar

    Kristen Gray created an article,

    How do I migrate my data from Batchbook to 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, ...

  • Avatar

    Kristen Gray commented,

    Official comment

    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...

  • Avatar

    Kristen Gray commented,

    Official comment

    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...

  • Avatar

    Kristen Gray commented,

    Official comment

    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...

  • Avatar

    Kristen Gray commented,

    Official comment

    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...

  • Avatar

    Kristen Gray commented,

    Official comment

    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...