Deal views (formerly rollups) automatically segment your sales pipeline by forecast category, stage and warnings. So you rapidly focus on the deals that matter to you.

Deal Views in Wingman

Deal Views in Wingman

Create a new view

Creating a new view is easy and anyone in your team can do it, but keep in mind that they are visible to all team members.

Create a new view

Create a new view

  • In Deal Central, click + New View

  • Give your new view a name

  • Select what you want to filter deals by—probability, deal stage, warnings, etc.

Select your filters

Select your filters

  • Set values for your filter — deal stage, warnings, probability (HubSpot), etc.

Set values for filters

Set values for filters

  • Click Add Filter to narrow down your view. Again, set them as you need. Hit Save.

Add more filters

Add more filters

Set alerts for a view

Get deal alerts for your custom view directly in Slack and/or email in just a few clicks.

Get deal alerts for a view

Get deal alerts for a view

  • In Deal Central, click on the My Alerts button

  • Specify alert parameters — rep/team, value, close dates, etc.

  • Specify notification frequency — daily, weekly or every 2 weeks

  • Choose the specific view you’d like alerts for and hit Apply Changes

Learn more about deal alerts.

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