DOCUMENTATION

Advice and answers
from the Momentum Team

Manage deals from Slack
March 6, 2024

Manage deals from Slack

See and update all of your opportunities, start deal rooms, and raise issues from one place in the Momentum home screen inside of Slack.

You can always use your momentum application home page in slack to quickly start a Deal Room, update a deal, or raise an issue.

Find the Momentum user in your Slack search bar, once you open Momentum, you'll be able to quickly see and manage your opportunities, account rooms, approvals, and calendar events

Find a strategic opportunity you care about and hit the Start Deal Room button!

Click Update Deal to update your Salesforce opportunity fields like Stage, Close Date, Deal Amount, or Nex Step directly from the Momentum home screen in Slack.

Click "Raise an Issue"  to notify an individual or group that a deal needs attention.

You can also start account rooms with multiple opportunities and update deals right from one room.

Click Update Account to update your Salesforce account fields like Stage, Close Date, Deal Amount, or Nex Step directly from the Momentum home screen in Slack.