Contacts

Your contact list

Open Contacts in the sidebar, or go to https://nest.oroe.ai/customers.

• Search – type in Search by name, email, or phone… to narrow the list.
• Sort – order the list by Name, Value or Last Visit.
• Filter – show only a particular contact type or tag.

Good to know The list shows up to 100 contacts at a time. If you have more, use search, sorting or filters to find the ones you need, or use Quick search… (Cmd+K or Ctrl+K).

Add a contact

1. On Contacts, select Add Contact. The Add New Contact dialog opens.
2. On the Contact Info tab, fill in Name, Email and Phone. All three are required.
3. Choose a Contact Status: Lead, Prospect, Active, Inactive or Churned.
4. If this person has agreed to hear from you, tick Consent to receive marketing emails.
5. On the Business Info tab, add anything else you know, such as Contact Type, Lead Source, Sentiment, Preferred Contact Method and Best Time to reach them.
6. On the Tags & Categories tab, add any tags that help you group this person, like “vip” or “newsletter”.
7. If your workspace has custom fields switched on, fill them in on the Custom Fields tab.
8. Save the contact.

Tip Tags power your filters and segments, so it pays to agree a short list of tags with your team and stick to it.

A contact’s profile

Select any contact to open their profile. At the top you’ll see their details; below are six tabs.

Edit details and tags

1. Select Edit Profile. The Edit Contact dialog opens.
2. Change what you need. Tags live on the Tags & Categories tab.
3. Select Save Changes.

Timeline

The timeline is the story of your relationship with this person. To add to it:

1. On the Timeline tab, select Add Activity.
2. Pick a type: Call, Email, Meeting/Appointment, Note, Task or Communication.
3. Enter a Title (at least 3 characters) and a Description (at least 10 characters).
4. For a call or meeting, add the Duration. For a call, you can also record the Outcome.
5. Save the activity.

Deals

The Deals tab lists every deal linked to this contact. To create or move deals, use the pipeline. See Deals and the pipeline.

Follow-Ups

Reminders make sure nobody gets forgotten.

1. On the Follow-Ups tab, select Add Reminder.
2. Enter a Title and a Due Date & Time. The due time can’t be in the past.
3. Choose who it’s for under Assign To.
4. Optionally add a Description and set the Priority to Low, Medium or High.
5. Save the reminder.

When it’s done, select the circle next to the reminder to mark it complete.

Notes

1. On the Notes tab, select Add Note.
2. Check the Author, then write your Note Content (at least 10 characters).
3. Save the note.

Appointments

If this person has booked through your Cue site, their bookings appear here under Appointments from Cue. You can Confirm, Cancel or Mark Complete each one. See Nest with Cue and Tron.

Insights

The Insights tab gives you a quick read on this contact’s value and activity.

Export your contacts

Workspace owners can select Export on the contact list to download a copy.

Note Import and Export are only available to the workspace owner. Exporting isn’t available on the Free plan. See Plans, usage and billing.