Help Center
Documentation and guides for getting the most out of Nudge CRM.
Learn when to create a contact, when to add a business, and how deals connect to both in Nudge CRM.
How to run the OnePageCRM import into Nudge CRM, map fields correctly, and clean up your data after.
When to add a comment vs when something belongs on the activity timeline in Nudge CRM, so your team collaborates clearly.
Duplicate contacts and deals make reporting and follow-up messy. Nudge reduces duplicates at import time and in the product; a few habits on your end keep the rest clean.
How to create and manage multiple tasks per deal, contact, or business in Nudge CRM so nothing slips.
Solutions to common Nudge CRM problems: login issues, emails not logging, failed imports, and how to get more help.
How to add and group pipeline stages in Nudge CRM so deals move clearly from open to won or lost.
Set up your Nudge CRM workspace, create your first pipeline and deal, and add next actions so nothing slips through the cracks.
How to attach multiple contacts to one deal in Nudge CRM and when to create a business so the deal has full context.
ow private pipelines work in Nudge CRM Premium: what truly private means, how to use them alongside shared pipelines, and plan limits.
How to use your Nudge CRM workspace email address to automatically log outbound emails and attach them to the right contact.
How deal and contact ownership works in Nudge CRM and how to assign the right owner so follow-ups do not fall through the cracks.
Use the Nudge CRM dashboard to see overdue tasks, tasks due today, open deals, and recent activity all in one place.
How owners and admins use the Nudge CRM team dashboard to see task counts per team member: overdue, today, and this week.
What to do when an email is logged via the Nudge CRM dropbox but cannot be automatically matched to a contact.