Kristen Gray
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Activity overview
Latest activity by Kristen Gray-
Kristen Gray commented,
Official comment 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 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 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,
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 a post,
How should I configure my email-sharing settings in Nutshell as a manager?
By design, Nutshell is intended to serve as a collaborative tool for teams, but certain communications such as emails from HR or payroll are not meant to be shared. Wondering how you should establi...
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Kristen Gray commented,
Official comment Hi there, Justin! Thanks so much for sharing your idea for a report that is based on the company owner. While this isn't a current capability, you'll still be able to build a custom report which al...
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Kristen Gray commented,
Official comment Thanks for your input, Dreni! At Nutshell, we think of tasks like post-it-notes. They are things you need to do but don't need to track or have metrics on. By design, tasks are due at the end of t...
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Kristen Gray created a post,
How do I format my file to import parent-child companies?
Do you do business with a Company which has several different locations, and want to know how to import these accounts correctly into Nutshell on your first try? In Nutshell, we can manage parent ...
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Kristen Gray created a post,
What are some best practices for using Nutshell for Real Estate?
Nutshell helps brokers and agents across the globe to stay on top of their client relations so no sales opportunity falls between the cracks. Nutshell also helps to keep their process streamlined t...
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Kristen Gray commented,
Hi there, Amie! Someone from the Customer Success team will reach out shortly with more information about the capabilities of Nutshell Pro such as automated email campaigns, and much more! Thanks s...