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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. Heirarchy Ordering in a Company

    Thanks for taking the time to let us know about your reordering needs, Seth! Currently, we can reprioritize the order in which People appear on the Company page by removing them and re-adding them ...

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    Kristen Gray commented,

    Official comment
    1. Community
    2. Feature requests
    3. Increased search capabilities including searching notes

    Thank you for taking the time to share your global search needs with us! We appreciate the time you took to provide this valuable context about your searching needs, and we can't wait to hear from ...

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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
    • 0 votes
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    Kristen Gray commented,

    Official comment
    1. Community
    2. Feature requests
    3. Ability to Export Time Stamps of Stage Changes

    Rich, thank you for for taking the time to let us know what kinds of data you are looking to export from Nutshell. We appreciate your thoughtful communication, and can't wait to see upvotes on this...

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    Kristen Gray created a post,

    How can I import and report on my past sales?

    1. Community
    2. Ask the community

    New to Nutshell and looking for a way to import your past sales from a different spreadsheet or CRM? Bringing in your past business can unlock the ability to run comparison on your sales reports in...

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

    Official comment
    1. Community
    2. Feature requests
    3. Allow email and task timing based on a custom field's date.

    Thanks for taking the time to reach out to us with your feedback, Jeremy! There are currently lots of ways to leverage Nutshell's sales automation builder to customize when and how your team is not...

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    Kristen Gray commented,

    1. Community
    2. Feature requests
    3. More shortcodes

    Thanks for taking the time to share your thoughts, Jeremy. My team has some exciting updates in the pipeline regarding placeholders, so stay tuned for more! In the meantime, we can minimize our ema...

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    Kristen Gray commented,

    1. Community
    2. Feature requests
    3. More advanced, segmented sent email tracking

    Thanks for taking the time to share your thoughts with us, Bryan. It means a lot to us to understand what our customers are looking for. In the meantime, we can include more than one person on an e...

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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...