Your first steps
Find your way around Nugget and prepare a useful starting point for your work.
Open your workspace
Sign in at app.usenugget.app using your existing account. If you cannot sign in, use the account recovery flow rather than creating another account for the same work.
Home is your starting point. Use the sidebar to move between your relationships, meetings, tasks and settings.
Start with a real relationship
- Open Accounts and find a company you are already working with.
- Review its details and the people linked to it in Contacts.
- Open your deals and record the opportunity you are progressing. Give it a clear next step.
- Use Tasks to capture work that needs your attention.
Connect the tools you use
Open Settings, then Integrations. Review the capabilities shown for each connection before approving access. Return to Nugget afterwards and confirm the connection status.
Make it part of your day
Before a conversation, review the relevant account and deal. Afterwards, check the meeting record and confirm the next actions. Keep your next step specific enough that you can act on it.