What are deal alerts?

Deal alerts are warnings that Wingman sends to a Slack channel(s) of your choice. You will receive warnings when:

1. A deal has not been assigned a status of 'closed won' or 'closed lost'

2. A deal has an approaching close date

3. 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:

1. Update CRM info like 'Deal Stage' and 'Close Date' right from Slack

2. View the last conversation with a prospect in Wingman

3. 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.