Rollups automatically segment your deal pipeline by probability/forecast category, deal stage and warnings. So you know where every deal is in your pipeline and focus on the ones that really matter.
Rollups in Deal Central
Create a new rollup
Creating a new rollup 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 Rollup
In Deal Central, click + New Rollup
Give your new rollup a name
Select what you want to filter deals by—probability, deal stage, warnings, etc.
Select your filters
Set values for your filter—probability (HubSpot), deal value, specific warnings, etc.
Set values for filters
Set alerts for a rollup
Get deal alerts from your rollups directly in slack and/or email in just a few clicks.
Get deal alerts for a rollup
In Deal Central, click on the Alerts button
Specify the parameters to filter deals—rep/team, value, close dates, etc.
Specify notification frequency—daily, weekly or every 2 weeks
Choose the specific rollup you’d like alerts for
Learn more about deal alerts.