In this demo, we’ll show you how to assign nudges to teammates or other professionals.  One of the most common use cases for this functionality is to allow your clients to see the work you and your team do on their behalf.  This demo will cover:

  • How to select a team member (or other professional)
  • The option of associating the nudge to an individual or household
  • The option of also making the nudge visible to the associated individual or household