#team

3 articles

• Comments vs activity

  When to add a comment vs when something belongs on the activity timeline in Nudge CRM, so your team collaborates clearly.

  Mar 19, 2026Nudge Team

• Relationship ownership: assigning who owns a contact or deal

  How deal and contact ownership works in Nudge CRM and how to assign the right owner so follow-ups do not fall through the cracks.

  Mar 19, 2026Nudge Team

• Team dashboard: seeing what your team owes this week

  How owners and admins use the Nudge CRM team dashboard to see task counts per team member: overdue, today, and this week.

  Mar 19, 2026Nudge Team