Prerequisites:
You will have to have an existing field in salesforce to capture opportunity lost reason. It can be any existing field or a custom salesforce field.
To set up this workflow:
Once the Salesforce setup given above is done,
- Go to the Momentum web app. You can navigate to Momentum directly from your Slack workspace.
a) Find the Momentum app from the list of apps in your Slack workspace and click on "Momentum App" displayed at the top.
b) This will directly take you to the Momentum app, where you can now set up your workflow.
- Next, click on "Library of Recipes" on the left.
.png)
- You will find a list of available recipes here. Select the recipe titled "Closed Lost notification, requesting reason in a specified Slack channel".
- Enter the details shown in the recipe.
.png)
A quick look at what the fields imply:
Although, the fields given are self-explanatory, here are a few additional details if required.
An example use case:
Assume that a lost reason is required once the opportunity is lost after reaching the stages, Negotiation or proposal. So, in this case, you can enter the following details:
Finally, click on create recipe & your workflow is all set to be used!
You can activate or deactivate your workflow anytime using the “active” switch in momentum home.