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 deal view) 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.
Set notification frequency — daily, weekly or every 2 weeks — and destination.
Customize your deal alerts
Select a specific Slack channel or receive deal alerts via direct message.
Get alerts for all deals or specific views
Select Alert me for all deals or the specific views you’d like and hit Apply.