Getting started with Nest

Open Nest

1. Sign in to Oroe. If you don’t have an account yet, see Getting started with Oroe.
2. Open https://nest.oroe.ai, or pick Nest from the module switcher.

You’ll land on the Dashboard.

Find your way around

The sidebar on the left holds everything:

• Dashboard – a summary of your contacts, pipeline and upcoming appointments.
• Contacts – your list of people and companies.
• Catalog – the products and services you sell.
• Pipeline – your deals, laid out by stage.
• Steps – the calls, emails, meetings and tasks you’ve planned.

Under Tools you’ll find:

• Segments – saved groups of contacts.
• Team – the people in your workspace and what they can do.
• Settings – fields, notifications and other preferences.

Tip Press Cmd+K (Mac) or Ctrl+K (Windows) anywhere in Nest to open Quick search… and jump straight to a contact.

Good to know If your role doesn’t include a section, you’ll see Access Denied when you open it. Ask your workspace owner to change your role. See Team and notifications.

Your first ten minutes

1. Decide what you want to store. Open Settings → Field Configuration and hide any built-in fields you won’t use, or add your own. See Custom fields.
2. Set up your pipeline. Open Pipeline, select Create Pipeline, and either keep the suggested stages or make your own. See Deals and the pipeline.
3. Add your products or services. Open Catalog and select Add Item for each thing you sell. This is optional, but it lets you attach a product to each deal. See Dashboard and catalog.
4. Bring in your contacts. Add a few by hand with Add Contact, or import a spreadsheet. See Contacts and Importing contacts.
5. Invite your team. Open Team and select Invite Member. See Team and notifications.

Note If you already use Cue or Tron, contacts may start appearing in Nest on their own. See Nest with Cue and Tron.