Nudge.ai Team Plan

Learn more about the Nudge.ai Teams plan.

Chaewon Kim avatar Jessica Ulrich avatar
14 articles in this collection
Written by Chaewon Kim and Jessica Ulrich

Create Your Team

Get the most out of Nudge.ai for Teams.
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Written by Jessica Ulrich
Updated over a week ago

Nudge.ai Insights in Salesforce

See insights right within SFDC on your accounts, leads and contacts.
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Written by Jessica Ulrich
Updated over a week ago

Why Collaborate Outside of Your Team

Find new opportunities through your relationships.
Chaewon Kim avatar
Written by Chaewon Kim
Updated over a week ago

Nudge.ai and Salesforce.com Integration: Admin Instructions

Team Admin instructions for how to sync Salesforce.com accounts with Nudge.ai.
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Written by Jessica Ulrich
Updated over a week ago

Nudge.ai and Salesforce Integration: User Instructions

Sync your Nudge.ai account with your Salesforce.com accounts.
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Written by Jessica Ulrich
Updated over a week ago

Sync Salesforce Views to Nudge.ai

Create specific views in Salesforce to better focus your synced lists.
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Written by Jessica Ulrich
Updated over a week ago

Upload your Salesforce Accounts

Get actionable insights on your Salesforce accounts.
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Written by Jessica Ulrich
Updated over a week ago

Install Nudge.ai Slack Integration

Get actionable insights right within Slack.
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Written by Jessica Ulrich
Updated over a week ago

Create a Company List

Keep track of companies and target accounts.
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Written by Jessica Ulrich
Updated over a week ago

Manage your Company Lists

Filter, sort, and manage your company lists.
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Written by Jessica Ulrich
Updated over a week ago

Share a List with Your Team

Work through a list of prospects or accounts together.
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Written by Jessica Ulrich
Updated over a week ago

Team Admin Reporting

Uncover how your team is engaging with Nudge.ai.
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Written by Jessica Ulrich
Updated over a week ago

Team Stats and Analytics

Get detailed analytics on how often reps are talking to accounts.
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Written by Jessica Ulrich
Updated over a week ago

Manage Team Account and Licenses

Add team members, licenses, and view your payments.
Chaewon Kim avatar
Written by Chaewon Kim
Updated over a week ago