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

Customize your deal alerts

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

Get alerts for all deals or specific rollups

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.

Did this answer your question?