Pipeline stage progression

Nutshell organizes deals into stages across your sales pipeline. A Beam agent reads deal activity such as a reply, a meeting booking, or a completed task, then applies your approved rule for when a deal should advance. It writes the new stage and logs the reason on the deal record so the history stays clear. Deals that stall past your threshold or show mixed signals, like interest from one contact but silence from the buyer, route to the owning rep who decides the next move. The agent updates only what your rules explicitly cover.

Lead assignment and routing

Nutshell assigns incoming leads to reps and teams. A Beam agent reads new lead details, including source, region, and company size, and applies your routing rules to set the right owner. It writes the assignment and notifies the rep so no lead sits untouched. When a lead matches several rules or lacks the fields needed to route confidently, the agent hands it to a manager who assigns it manually. This keeps distribution fair and prevents leads from being silently dropped or claimed by two owners at once.

Email marketing sequence enrollment

Nutshell sends marketing emails and drip sequences to contacts. A Beam agent reads contact attributes and pipeline stage, then enrolls people into the sequence your rule specifies, such as a nurture track for cold leads. It writes enrollment status back to the contact so sales sees the touchpoints. Contacts with unsubscribe signals, bounced addresses, or conflicting segment membership route to a marketer who decides eligibility. The agent respects your suppression rules and never enrolls a contact your policy excludes, so no one gets messaged against their stated preference.