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CRM · FREQUENTLY ASKED QUESTIONS

Why is the CRM showing no results?

Why is the CRM showing no results, and what to check next.

An empty CRM is almost always one of three things. Work through them in order.

1. You're in the wrong workspace

Each workspace has its own CRM. Data doesn't cross workspaces.

  1. Click your workspace name (top-left corner).
  2. Check the list - are you in the one that ran your campaigns?
  3. Switch if you need to. The CRM reloads for the workspace you pick.

2. The workspace is genuinely new

A fresh workspace has an empty CRM by design. People, Companies, and Deals populate from three places:

SourceWhen it populates
Cold Email Agent campaignsWhen a lead gets an interested reply or books a meeting, People and Deals can be created or updated.
Manual entryWhenever you click Add Person / Add Company / Add Deal.
CSV importWhen you upload a file via Import People, Import Companies, or Import Deals.
Calendar syncAppointments tab populates once you connect a Google or Outlook calendar.

If your workspace hasn't done any of the above yet, the CRM stays empty. That's expected.

3. Campaigns haven't produced anything yet

Cold email takes time. A campaign needs to:

  1. Finish provisioning (15–30 min for domains, 30–60 min for inboxes).
  2. Send its first emails (throttled to ramp up).
  3. Get replies back (typically 3–7 days into the sequence for the first positive responses).

If a campaign just launched, the CRM stays empty until replies arrive. Check the campaign's Analytics tab to confirm it's actually sending.

Import data to get started faster

If you already have contacts from another system, import them via CRM → People → Import People. This seeds the CRM immediately so you can start organizing while campaigns ramp up. See Importing Data for the CSV format.

Still empty after checking all three?

  • CRM missing from the sidebar entirely: ask a workspace admin to check your role and enabled features in Settings → Members. If the workspace uses an ads-only configuration, contact support to switch it to the B2B services toolset. See Why are CRM and Cold Email Agent missing from my sidebar?.
  • Filter stuck on a narrow view: clear any tag filters, date ranges, or search terms at the top of the People/Companies/Deals tabs.

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