Nest FAQ
Quick answers to the questions people ask most about Nest.
Contacts
Why can’t I see all my contacts?
The contact list shows up to 100 at a time. Use search, sorting or the type and tag filters to find the rest, or press Cmd+K / Ctrl+K for Quick search….
Why can’t I find the Import or Export button?
Only the workspace owner can import or export contacts. On the Free plan, importing isn’t available and exporting is switched off. See Plans, usage and billing.
I imported my file and now I have duplicates. Why?
Nest doesn’t check for duplicates when importing, so every row becomes a new contact. Before importing, remove anyone who’s already in Nest, and never upload the same file twice. See Importing contacts.
Part of my import failed. What should I do?
Import in batches of about 100 rows, as larger files can partly fail. Nest tells you how many rows failed but not which ones, so compare your file with your contact list and import the missing rows again. Rows without a name, email or phone are always skipped.
Why won’t my activity or note save?
Activity titles need at least 3 characters, and descriptions and notes need at least 10.
Can I rename a custom field?
No. Custom fields can’t be edited once created. Add a new field with the right settings and switch the old one off. See Custom fields.
Deals
Can I have more than one pipeline?
Not at the moment. Each workspace has one pipeline, but you can add, rename, reorder and delete its stages with Manage Stages.
Why can’t I delete a stage?
It still has deals in it. Move them to another stage first.
Why does my pipeline total look like “€12,000 + $4,500”?
Nest keeps each currency separate and never converts between them. The Dashboard’s Pipeline Value isn’t split by currency, so use the Pipeline page for accurate totals.
Where did my closed deal go?
Deals you’ve marked completed, on-hold, inactive or lost move off the main board. Look on the Closed Deals tab.
Steps and segments
Why can’t I create a step?
Every step must be linked to a deal. Create the deal first, then add the step. See Steps and reminders.
How do I change a segment?
Segments can’t be edited. Create a new one with the rules you want, then delete the old one. Your contacts aren’t affected.
Team
A colleague sees “Access Denied”. Why?
Their role doesn’t include that part of Nest. The workspace owner, or anyone allowed to manage roles, can change it on Team. See Team and notifications.
My colleague didn’t get their invitation.
On Team, open the Invitations tab and resend it. Ask them to check their spam folder too.
Cue and Tron
Someone booked through my Cue site but I don’t see a new contact.
If a contact with that email address already exists, Nest doesn’t create another one. Search for their email, and you’ll find the booking under Appointments from Cue on their profile.
What do “[tron:chat]” and “[tron:research]” mean?
They mark notes written by your Tron agents. See Nest with Cue and Tron.