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Dashboard

Add cards to track the metrics, leads and reports that matter most to you

Sales metrics

Metrics - Month-to-date

Sales and activity quotas

Quotas

Hot leads

Leads List

Add hot leads and track them here

<%- account.getString('name') %> <%- account.getString('description') %>

<%- account.getString('accountTypeName') %>

<%- account.getString('primaryAddressCity') %>

<%- account.getString('lastContactedTime') %>

<%- contact.getString('name') %> <%- contact.getString('description') %>

<%- contact.getString('primaryAccountRelationship_simple') %> <% if (contact.getString('primaryAccountRelationship_simple').length) { %> • <% } %> <%- contact.getString('primaryAccountName') %>

<%- contact.getString('primaryPhoneText') %>

<%- contact.getString('email') %>

<%- lead.getString('name') %> <%- lead.get('assignee').name %> • <%- lead.getString('statusString') %>

<%- lead.getString('description') %>

<%- lead.getString('primaryAccountName') %>

<%- lead.getString('primaryContactName') %>

<%- user.getString('name') %>

<%- disabled ? 'Disabled' : '' %> Nutshell User

<%- team.getString('name') %>

Nutshell Team

{{ description }}

{{#if detailView}}

{{initials actor.name}}

{{#if actor.avatarUrl}}

{{/if}}

{{/if}}

{{actor.name}} {{ htmlify body }}

×

{{#if detailView}}

{{initials actor.name}}

{{#if actor.avatarUrl}}

{{/if}}

{{/if}}

Nutshell account created by <%- actor.get('name') %> on <%- Nut.View.formatMomentAsHumanizedDate(createdTime) %>. View account settings.

{{#if hasIcon}}

{{/if}} {{#if mailchimpData}} {{#if mailchimpData.subscribed}} {{actor.name}} subscribed to {{mailchimpData.subscribed.list_name}} with {{mailchimpData.subscribed.email}} {{/if}} {{#if mailchimpData.unsubscribed}} {{actor.name}} unsubscribed from {{mailchimpData.unsubscribed.list_name}} with {{mailchimpData.unsubscribed.email}} {{/if}} {{#if mailchimpData.soft}} Email soft bounced while sending {{mailchimpData.soft.campaign_name}} to {{mailchimpData.soft.email}} {{/if}} {{#if mailchimpData.hard}} Email hard bounced while sending {{mailchimpData.hard.campaign_name}} to {{mailchimpData.hard.email}} {{/if}} {{#if mailchimpData.sent}} {{actor.name}} received {{mailchimpData.sent.campaign_name}} via {{mailchimpData.sent.email}} {{/if}} {{#if mailchimpData.open}} {{actor.name}} opened {{mailchimpData.open.campaign_name}} via {{mailchimpData.open.email}} {{/if}} {{#if mailchimpData.click}} {{actor.name}} clicked {{mailchimpData.click.campaign_name}} via {{mailchimpData.click.email}} {{/if}} {{else}} {{actor.name}} {{#if additionalActors}} {{#ribbon-additionalActors additionalActors}}{{/ribbon-additionalActors}} {{/if}} {{verb}} {{single}}{{preposition}} {{#if followupData}} {{followupData.text}} {{/if}} {{#if modal}} {{#if modal.activity}} {{else}} {{Timeline_linkEntities participants ' and '}} {{/if}} {{else}} {{payload.name}} {{/if}} {{#if value}} worth {{{value}}} {{/if}} {{#if createdTime}} on {{createdTime}} {{/if}} {{#if followupData}} {{followupData.duration}} {{/if}} {{#if oldValue}} from {{oldValue.before}} {{oldValue.value}} {{oldValue.after}} {{/if}} {{#if newValue}} to {{newValue.before}} {{newValue.value}} {{newValue.after}} {{/if}} {{priorityValue}} {{/if}}

{{#unless createdTime}} {{#if modal}} {{else}} {{/if}} {{/unless}}

{{#if preview}}

{{#if comment}} {{ htmlify comment.body}} {{/if}} {{#if file}}

{{#if this.deletedTime}} {{this.filename}} {{else}} {{#if this.isAvailable}} {{this.filename}} {{else}} {{this.filename}} (Pending) {{/if}} {{/if}}

{{/if}}

{{/if}}

{{#if constantContactData.contactName}} {{!-- Contact Joe --}} {{constantContactData.contactName}} {{else}} {{!-- joe@example.com --}} {{constantContactData.toEmailAddress}} {{/if}} {{!-- was sent --}} {{verb}} {{#if constantContactData.isOptout}} {{#if constantContactData.campaignName}} {{!-- ${campaign name} --}} {{constantContactData.campaignName}} {{else}} a campaign {{/if}} {{else}} {{#if constantContactData.subject}} {{!-- ${email name} --}} {{constantContactData.subject}} {{else}} {{#if constantContactData.campaignName}} {{!-- ${campaign name} --}} {{constantContactData.campaignName}} {{else}} an email {{/if}} {{/if}} {{/if}}

{{#if emailInteractionData.link}}

{{else}}

{{/if}} {{!-- Contact Joe --}} {{#if emailInteractionData.contact.htmlUrl}} {{emailInteractionData.contact.name}} {{else}} {{emailInteractionData.contact.name}} {{/if}} {{!-- opened --}} {{verb}} {{#if emailInteractionData.link}} {{!-- {{link}} from --}} {{emailInteractionData.link}} from {{/if}} {{!-- {{email subject}} --}} {{emailInteractionData.email.subject}} {{#if emailInteractionData.count}} {{emailInteractionData.count}} times {{/if}}

{{marketingEmailData.to}} was sent {{marketingEmailData.email.subject}}

{{actor.name}} {{verb}} for {{payload.name}}

{{!-- Chris Cain --}} {{actor.name}} {{!-- reassigned | assigned | unassigned --}} {{verb}} {{#if assignmentData.assignmentEntity.htmlUrl}} {{assignmentData.assignmentEntity.name}} {{else}} {{assignmentData.assignmentEntity.name}} {{/if}} {{#if assignmentData.isUnassigned}} {{else}} to {{assignmentData.assigneeEntity.name}} {{/if}} {{#if assignmentData.isUnassigned}} from {{assignmentData.assigneeEntity.name}} {{else}} {{#if assignmentData.replacedAssigneeEntity}} from {{assignmentData.replacedAssigneeEntity.name}} {{/if}} {{/if}}

{{actor.name}} {{verb}} {{payload.name}}

{{nickname}}

{{body}}

11:11 AM

{{> timelineGutter this}}

{{linkEntity actor 'actor'}} {{verb}} {{Timeline_linkEntities participants ', '}}

{{#if subject}}

{{#if model.isMediaLogged}} {{/if}} {{#if model.failedToSend}} Failed {{/if}} {{{subject}}} {{#if extras}} {{{extras}}} {{/if}}

{{/if}}

{{#if editable}}

{{htmlify body}}

{{else}}

{{htmlify excerpt}}

{{htmlify body}}

{{/if}} {{#if deleteable}}

×

{{/if}}

Retry
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{{#if file}}

{{#if this.deletedTime}} {{this.filename}} {{else}} {{#if this.isAvailable}} {{this.filename}} {{else}} {{this.filename}} (Pending) {{/if}} {{/if}}

{{/if}}

{{initials actor.name}}

{{#if actor.avatarUrl}}

{{/if}}

{{#if model.htmlUrl}} {{#if modal}} {{/unless}} {{/if}} {{/if}}

{{formatTimestamp timestamp "MMM D"}}

{{#if thisYear}}

{{formatTimestamp timestamp "h:mm a"}}

{{formatTimestamp timestamp "YYYY"}}

{{/if}} {{#if model.htmlUrl}}{{/if}} {{#if numViews}}

{{numViews}}

{{/if}}

★

<%- _([ attribute.get('value').address_1, attribute.get('value').address_2, attribute.get('value').address_3 ]) .filter(function(string) { return string && string.length }) .join("\n") %>

<%- attribute.get('value').city %> <%- attribute.get('value').state %> <%- attribute.get('value').postalCode %> <%- attribute.get('value').country %>

Are you sure you want to remove this address?

★

<%- attribute.get('value') %>

Are you sure you want to remove this email address?

★

+<%- attribute.get('value').countryCode %> <%- attribute.get('value').numberFormatted %> <%- attribute.get('value').extension %>

Are you sure you want to remove this phone number?

★

<%- urlDisplay %>

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This <%- peep.singularLocalizedDescription %> was deleted <%- moment.unix(peep.getString('deletedTime')).fromNow() %>.

<% if (peep.get('deletedTime')) { %> Permanently delete this <%- peep.singularLocalizedDescription %> <% } %>

<%- peep.getString('description') %>

Optional description…

Created <% if (peep.has('creator')) { %> by <%- peep.get('creator').getString('name') %> <% } if (peep.has('origin') && peep.get('origin').isInteresting()) { %> via <% if (peep.get('origin').has('htmlUrl')) { %> <%- peep.get('origin').getString('name') %> <% } else { %> <%- peep.get('origin').getString('name') %> <% } %> <% } else { %> <% } %>