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

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

Customize your deal alerts

  • Select a specific Slack channel or receive deal alerts via direct message.

Get alerts for all deals or specific views

Get alerts for all deals or specific views

  • Select Alert me for all deals or the specific views you’d like and hit Apply.

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