Contacts is the working surface of Nudge. Reps live here.
Reading the table
- Name, with a green REPLIED badge when the contact has answered on any channel.
- Possibility is the contact’s pipeline state. Triggers key off this value; changing it by hand also counts and can arm the next automation.
- Owner is the rep responsible. Automated WhatsApp messages send from the owner’s number, and calls use the owner’s default calling agent unless a trigger says otherwise.
- Last contact shows the most recent touch with its outcome: a successful or unsuccessful call, or the last message with its template name.
Filters, search, columns
Filters live on the column headers, not in a toolbar. Click a header’s filter icon and pick one or more values; within one filter the values combine with OR. Search (top right) matches names accent-insensitively, so typing “Schonborn” finds “Schönborn”. The Columns button lets each user pick their own visible columns, including any custom field from the fields registry.
Saved views
A filter set you keep rebuilding should be a view. Save as view names the current filters and puts them one click away. Keep a view private, or share it with the team, in which case everyone can use it and only you can change it. “My unworked leads” and “Replied, no follow-up” are the two most teams end up living in.
Admins can also export the table to CSV from the bottom of the columns menu.
Select rows with the checkboxes to message a whole segment at once (see Bulk send). + New contact adds a lead by hand; contacts also arrive through web forms or the HubSpot sync.
Cells stay blank when there is nothing to show. No walls of zeros and dashes.
