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What are deal alerts?
What are deal alerts?

Customize the way you receive deal warnings and notifications

Narendhra Rajagopal avatar
Written by Narendhra Rajagopal
Updated over a week ago

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:

Deal alerts

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.

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