Skip to main content
Click any contact name anywhere in the app to open its page. The URL is shareable, so you can paste a contact link to a colleague.
A contact page with editable fields on the left and the activity timeline on the right

​
Left: the record

All fields from your fields registry are editable in place: owner, possibility, phone, email and any custom fields like budget or roof type. Changes save as you go; there is no Save button. Empty fields collapse behind a “Show empty fields” link. Below the fields:
  • Deals shows the contact’s open deals, with an add button.
  • Skip outreach exempts this one contact from every trigger. Use it for the lead who asked you to stop, or the edge case you want to handle by hand. You can still write to them yourself.
  • Mute does the opposite job: it stops the contact reaching you. Their thread drops out of the Inbox, and you get no notification and no dot when they write. Messages still send and arrive normally — you just have to go and look. Good for the customer who sends five messages a day about nothing urgent.
Skip and Mute are independent, and it is worth knowing which way each one points. Skip is about what you send them. Mute is about what they can put in front of you. Mute is available on workspaces that use Nudge as their CRM.

​
Right: the timeline

Everything that happened, newest first: WhatsApp messages both ways, AI call summaries with their outcome, emails, notes, tasks and files. The icons top right filter by channel. Place call starts an AI call to this contact right now, pre-filled with the owner’s default agent and number. Switching to Email opens the latest thread straight away, and Calls opens the most recent call that actually connected — the one with a summary and transcript to read, skipping any no-answers above it. The back arrow returns to the full list either way.
When a message is queued but not yet sent, the timeline shows a real estimated send time that accounts for the sending number’s queue, not a generic countdown.A queued message that never went out stays in the thread, struck through and greyed, labelled with why it was dropped — they replied, no longer qualified, trigger edited. It is the record of what automation would have said, and it is never mistaken for something the contact received.