Sales
The screens your sales team works from every day — dashboard, My day, contacts, pipelines, meetings, conversations and lead scoring.
What this section covers
Once the Website Agent is live, every conversation it has on your site can turn into a contact, a scored lead and a booked meeting. The sales screens of Nudge are where your team picks up from there: who to call, which meeting comes next, what the prospect said, and how the month is going.
Dashboard
Signed revenue, conversion funnel, what to process and results by closer, over the period you choose.
My day
A closer's daily view: next meeting, calls to make, follow-ups to approve, meetings to claim.
Contacts
Every lead in one list, with their stage, score, main signal and next step.
Pipelines
The contacts of one form, as a list or as a board by stage.
Meetings
Upcoming and past meetings, rescheduling, cancelling, no-shows, outcomes and no-show risk.
Conversations
Every conversation your agents had, what they collected and where visitors stopped.
Lead scoring
How every lead is scored out of 100, and how to tune the criteria.
Where to find each screen
The left-hand menu depends on your role.
| Role | What the menu shows |
|---|---|
| Admin and Manager | Dashboard and Analytics under Overview, Bookings, Contacts and Lead Scoring under Sales, your forms under Pipelines, and Collection (conversations) under Tools. |
| Closer and Setter | My day first, then My bookings, My contacts and My hot prospects. Field roles have no Dashboard: they land on My day. |
What a member can do on each screen also depends on the permissions of their role (for example, reassigning a meeting or merging contacts). Roles and permissions are managed in Account.
Where the data comes from
Contacts, scores and meetings are created by your agents and forms. If the screens are empty, finish installing the Website Agent and connect a calendar in Integrations.
A typical day
The visitor talks to the Website Agent
The agent answers, qualifies and offers a slot. Each conversation is stored in Conversations and, once the visitor leaves their details, becomes a contact.
Nudge scores the lead
Every lead gets a score out of 100 with a reason per criterion. See Lead scoring.
The meeting lands in a closer's day
The meeting appears in Meetings and in the closer's My day, with the Handoff Agent brief.
The closer records the outcome
Sale, no sale or no-show: one click. A sale feeds signed revenue on the Dashboard; a no-show triggers a follow-up for you to approve.