Today we're thrilled to announce the release of three great new features in Nutshell that make it easier to organize your contacts, accounts and leads. Over the past few weeks, we've continued our weekly release cycle, with many incremental updates and fixes, but the majority of our time has been spent on these new features.
Starting today, you can use Nutshell's powerful territory builder to define the regions that comprise your customers. Once you create these territories, Nutshell will automatically classify your leads, accounts and contacts into them. You can even use them to assign your leads to the appropriate regional teams.
For example, you can create a "New York Metro" territory that includes everything within 50 miles of New York City, or an "Asia-Pac" territory that includes Japan, China, etc.
As you add new contacts -- in Nutshell or via the API -- they will be placed into the appropriate territory. You could then assign all "Asia-Pac" leads to a specific team, or choose a unique sales process for "New York Metro" leads.
New filtering interface
The leads, accounts, and contacts tabs have been redesigned with a lot of new filters for organizing your data. Your chosen filters are saved for when you return to the tab.
Filter by location
The coolest new filter allows you to find your accounts by location, even if you haven't defined any territories. With a few keystrokes, you can find every account in Colorado, every won lead in Miami, or any contacts within 25 miles of your layover in Atlanta.
We're loving these new geographic tools, and they're just our first step: look for them soon in our mobile apps, in updated APIs, and for even greater progress in the app.
Account & contact ownership
We noticed a pattern where many of our users were creating custom "Owner" fields on contacts and accounts, and learned that we needed to support this out of the box. You can now define an owner for all accounts and contacts -- by default it's the user who created them.
The tabs on the new contact and accounts pages let you see items owned by you or your teams, or you can get more specific with the new "Owner" filter.
Updated design for popups
Finally, we've brushed up our hallmark popup dialogs with smoother, more consistent buttons, and room to support ownership and territories.
Andy is the lead developer at Nutshell and has been working with the web since the 28k modem. He’s a master at turning designers’ sketches into pixel-perfect interfaces. Look for his bike in front of our Ann Arbor offices, and find him on Twitter.