Deal alerts are warnings that Wingman sends to a Slack channel(s) of your choice. You will receive warnings when:
A deal has not been assigned a status of 'closed won' or 'closed lost'
A deal has an approaching close date
A deal has passed a close date:
Here's what a deal alert looks like:
Actions in deal alerts
All deal alerts have Wingman's Actions attached to them, i.e., you can:
Update CRM info like 'Deal Stage' and 'Close Date' right from Slack
View the last conversation with a prospect in Wingman
Start a discussion with the deal owner to work on closing the deal
Options to 'Change Deal Stage' and 'Change Close Date' are available only to Wingman admins.
Learn how to set up Deal Alerts here.