Nudge.ai Team Plan

Learn more about the Nudge.ai Teams plan.

N
14 articles in this collection
Written by Menaka Raman-Wilms, Jaxson Khan, and Nick Haughton

Create Your Team

Get the most out of Nudge.ai for Teams.
Written by Menaka Raman-Wilms
Updated over a week ago

Nudge.ai Insights in Salesforce

See insights right within SFDC on your accounts, leads and contacts.
Written by Menaka Raman-Wilms
Updated over a week ago

Why Collaborate Outside of Your Team

Find new opportunities through your relationships.
Written by Jaxson Khan
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.
Written by Menaka Raman-Wilms
Updated over a week ago

Nudge.ai and Salesforce Integration: User Instructions

Sync your Nudge.ai account with your Salesforce.com accounts.
Written by Menaka Raman-Wilms
Updated over a week ago

Sync Salesforce Views to Nudge.ai

Create specific views in Salesforce to better focus your synced lists.
Written by Menaka Raman-Wilms
Updated over a week ago

Upload your Salesforce Accounts

Get actionable insights on your Salesforce accounts.
Written by Menaka Raman-Wilms
Updated over a week ago

Install Nudge.ai Slack Integration

Get actionable insights right within Slack.
Written by Menaka Raman-Wilms
Updated over a week ago

Create a Company List

Keep track of companies and target accounts.
Written by Menaka Raman-Wilms
Updated over a week ago

Manage your Company Lists

Filter, sort, and manage your company lists.
Written by Menaka Raman-Wilms
Updated over a week ago

Share a List with Your Team

Work through a list of prospects or accounts together.
Written by Menaka Raman-Wilms
Updated over a week ago

Team Admin Reporting

Uncover how your team is engaging with Nudge.ai.
Written by Menaka Raman-Wilms
Updated over a week ago

Team Stats and Analytics

Get detailed analytics on how often reps are talking to accounts.
Written by Menaka Raman-Wilms
Updated over a week ago

Manage Team Account and Licenses

Add team members, licenses, and view your payments.
N
Written by Nick Haughton
Updated over a week ago