List-View Dialing in Nutshell

List-View Dialing in Nutshell

One of the best features of Kixie’s Nutshell integration is dialing from a list view. Dialing is simple and fast (via click) and updating CRM data via Kixie PPowerCall is efficient compared to editing within Nutshell proper. As you can see in the example below, I have opened up a list view in Nutshell.

By utilizing the blue Kixie click-to-call icon beside each number, I can dial down the list very efficiently, click by click! Additionally, whenever I make a call, my Kixie PowerCall® will populate with the caller’s information and give me the opportunity to:

1. View an enhanced Caller ID with one-click access into the contact and its most recent lead in Nutshell
2. Edit the contact’s basic information without having to go into the contact
3. Compose a note that will sync into the contact
4. Schedule a future activity with the contact
5. Log a Call Disposition regarding the outcome of the call with the contact

This way, I can dial down a list with with click-to-call, and when I do need to click into the actual contact or deal, make edits, log notes or schedule activities, I can do that efficiently without slowing down or breaking my workflow.

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