Nudge Teams

Nudge Teams make it easy to share information on customers and deals, and help keep track of outreaches. Team members automatically collaborate with one another.

Create a Team and Company Account

Each Team is associated with a Company Account

1) On the Teams Page, select Create New Team

2) Create a new Company Account (usually the company name), or select an existing Company Account

3) Name the Team; i.e. Inside Sales Team

4) Add an optional Team description; i.e. This team is working on inside sales accounts in New York.

5) By creating a Team, you become the Team Manager

Add Team Members

Team Managers can add new Team Members

1) On the Team Page, select Add Team Member

2) Search for contacts or Collaborators to add to the Team

3) You can add a personal message to the invite, or invite multiple people at the same time

4) New Team Members will appear on the Team Page after a few seconds

Add a Team Manager

Team Managers can add other Managers by changing a Team Member’s status

1) On the Team Page, select the dropdown menu on the far right of the Team Member’s row

2) Select Set as Manager

Remove a Team Member

Team Managers can remove Team Members

1) On the Team Page, select the dropdown on the far right of the Team Member’s row

2) Select Remove from Team

Change Team Details

Team Members can change details on the Team Page

1) On the Team Page, select the dropdown menu on the far right of the Team Page

2) Choose from options to rename the team, change the team description, leave the team or delete the team

Find out more about Managing Team Accounts and Licenses.

Did this answer your question?