Advice and answers from the Momentum Team

Getting started
June 29, 2023

How to create a Deal Room and manage Opportunities

Close deals faster by creating deal rooms, capture files, invite your teammates, and raise issues.

🔥 Start your first Deal Room

Find the Momentum user in your Slack search bar, once you open Momentum, you'll see your deals and be able to start a Deal Room for any of them. Find a strategic deal you care about and hit the Start Deal Room button.

Congrats, you should now have a brand new Deal Room. Deal Rooms look like this:

💡 Note: if the opportunity you chose has an owner in Salesforce other than you, both you and the owner will automatically be invited to the new Deal Room channel.

✅ Manage your opportunity

You can always click the Update Deal button from the top message of your Deal Room, By clicking Update Deal, you'll be able to update your opportunity fields in Salesforce like the stage, close date, amount, or next step. Say goodbye to having to re-login to Salesforce for the 16th time today:

💡 Notice: the top message in your Deal Room is always kept up-to-date as the deal details change. You can come to the top of the channel to find it, or look for the pinned section in your Slack channel details.

👉 Tip: Find the top message by looking at the "Pinned messages" for your Deal Room slack channel

💾 Automatically capture files and highlights in Salesforce

Capture files and images in Salesforce

Momentum automatically uploads files or images from the channel to the Salesforce opportunity. Momentum will react with a 💾 :floppy_disk: to let you know the file or image has been captured.

Capture message highlights as Chatter comments

Slack channels can get noisy, especially when a deal is moving fast and there are lots of stakeholders. To keep track of important messages, Momentum introduces the concept of "highlights". React to important messages with the ☝️ :point_up: emoji to store the highlight in Salesforce as a Chatter comment. Momentum will confirm the message has been captured with its own ✅ :white_check_mark: reaction. You can have as many highlights as you like.

💡 You can find all files and highlights in Salesforce as attachments and Chatter comments.

👯‍♀️ Invite your teammates

Now it's time to get some deal momentum going (see what we did there?). Invite your teammates, stay on top of your deals, and blow your quota out of the water.

⚠️ Raise a Deal Issues

If a deal is blocked from making progress, you can use the 'Raise an Issue' workflow to alert the right people with the right context.

To raise a deal issue, type /momentum-raise-issue in the deal room that needs attention.

Then type your message explaining what needs to happen to move the deal forward and list the people who need to be aware of the issue.

The issues will be raised in the deal room and the people listed in the issue will be notified. If they aren't already in the deal room, they will receive a direct message notification and can click "Join Deal Room" to be brought directly to the channel. Otherwise, they will receive a notification in the deal room channel.

💡 Pro Tip: most Momentum tasks have "slash commands"

To type a slash command, type: /momentum-