Deal alerts are exactly what they sound like. Every day/week, you choose, Wingman sends you a list of key deals in your pipeline (or in a specific rollup) to your email or Slack or both, so nothing slips away!
Here’s how to set up deal alerts in Wingman:
In Deal Central, click on My Alerts.
My Alerts in Deal Central
Specify the parameters to filter deals—rep/team, value, close dates, etc.
Customize your deal alerts
Specify notification frequency—daily, weekly or every 2 weeks.
Get alerts for all deals or specific rollups
Select Alert me for all deals or the specific rollup you’d like alerts for and hit Apply.