Documentation

Advice and answers from the Momentum Team

Getting started
Momentum Installation Overview
How to install Momentum
Deal Rooms Video Walkthrough
Momentum Vocab / Glossary
How to create a Deal Room and manage Opportunities
Manage your deals from the Momentum home screen
Momentum Cheat Sheet
Integrations
Momentum AI Zoom Integration
Integrating Momentum with Zendesk
Integrating Momentum with Salesloft
Integrating Slack Connect Channels with Momentum
Integrating Momentum with Clari
Integrating Momentum with Outreach
Integrating Momentum with Gong
Momentum - Asana Integration
Integrating Momentum with Google Drive
Integrating Momentum with Google Calendar
Use Cases
Create a file from a template in google drive when an account is updated & a condition is met.
Add Account Room Link in a Salesforce Account
Add details on why the opportunity is lost after reaching a certain stage
Change Deal Room Name for POC stage
Memo emoji to add notes to salesforce
Create a Google Drive file from a template, based on the condition given by the user
writing_hand emoji to add messages to Chatter
Closed Lost notification, requesting reason in a specified Slack channel
Get Qualification Reason From SDR and update the salesforce opportunity
Create a Google Drive folder once an opportunity reaches a certain stage.
Closed Won notification with Celebratory Note
Closed Won notification with Celebratory Note (User Version)
Notifying closed won in a select slack channel
File Upload as a Salesforce attachment with file folder emoji
Notifying closed lost in a select slack channel
Features
Momentum Automation's Prevent Duplicates Feature
How to Use Inline Updates with Momentum
How to Use Slash Commands with Momentum
How to use advanced options in notifications builder
How to use Emoji's with Momentum
FAQs
How can I improve visibility and reporting?
How can I reduce Slack noise and fatigue?
Security
Momentum Security
Momentum AI
How to create a new Data Insight in Momentum AI
How to write good prompts for Momentum AI Data Insights
Customizing AI Call Note Routes
Getting started
June 29, 2023

Deal Rooms Video Walkthrough

Watch 6 minutes worth of short videos that walk you through the most fundamental feature of Momentum: Smart Deal Rooms

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