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Kristen Gray

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Activity overview

Latest activity by Kristen Gray
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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...

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    Kristen Gray created a post,

    How can I automatically reassign my decayed Leads to another individual or team? [Nutshell Pro]

    1. Community
    2. Ask the community

    Are your leads sitting in important stages for too long? Are you interested in automating Lead redistribution after a customizeable Lead decay period? Follow these easy steps to make sure your Lead...

    • Kristen Gray
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    Kristen Gray commented,

    Official comment
    1. Community
    2. Ask the community
    3. How should I configure my email-sharing settings in Nutshell as a manager?

    Hi there, David! Thanks for taking the time to contribute to our forum. I appreciate your feedback, and can't wait to hear from other Nutshell customers who share your excitement for a feature like...

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    Kristen Gray commented,

    Official comment
    1. Community
    2. Ask the community
    3. Pipeline Guidance: Formatting

    Hello Roger, thank you for taking the time to contribute to our community forum. While HTML formatting is not currently supported in the Sales Automation 'guidance' text field, I have bubbled up yo...

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    Kristen Gray commented,

    Official comment
    1. Community
    2. Feature requests
    3. Overdue Activity Email Notification

    Hi there, Jessica! Thanks so much for taking the time to make your voice heard. Currently, Nutshell administrators can filter dashboard activities and tasks by user for a birds-eye-view of their te...

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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.