how to write a new note in Nutshell

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For example, you might pin a note about the products a lead is interested in or whether a contact prefers communicating by phone or email.

How do pinned notes work?
To use this new contact management feature, simply hover over the note in the timeline, go to the pop-up that appears in the top-right corner of the note, and click the pin icon. The note is now pinned to the top of your timeline!

how to pin a note in Nutshell
You can pin a maximum of five notes per timeline.

To unpin a note, follow the same steps as kuwait mobile number example with a pinned note. Hover over the note and go to the pop-up. The pin icon will now have a line through it. Click that and your note is unpinned.

how to unpin a note in Nutshell
You can create a new note simply by going to the ‘Write a note’ section above the timeline, typing out your note, and hitting the ‘Save note’ button.


We hope you enjoy using this new feature, and we look forward to continuing to make updates to make Nutshell even easier to use. Feel free to let us know if you have any questions!When a prospect makes the decision to become your customer, you want to roll out the red carpet for them.

That’s just as true for a website visitor who subscribes to your newsletter or other marketing content. In both cases, a person has made a commitment to your company based on what you’ve shown them so far, and you have a wonderful opportunity to capitalize on that positive sentiment.

Considering that welcome emails boast four times the open rate and five times the click-through rate of a standard email, it’s important to ensure that your content is on its A-game. After all, your welcome email sets the foundation of your branding and helps to establish the connection you have with your customers or potential customers.

What is a welcome email?
So, what exactly is a welcome email? It’s not necessarily your “first impression” with a buyer since the recipient has already engaged with your sales team or marketing content. More accurately, a welcome email is the first communication that you send when a buyer reaches a new stage in your relationship.

Typically, you’ll send a welcome email soon after someone gives you t