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
Note: Options to 'Change Deal Stage' and 'Change Close Date' are available only to Wingman admins.
Learn how to set up Deal Alerts here.