Momentum Emoji-based commands
React to different messages in your Smart Deal Rooms with specific emojis to tell Momentum what to do with them.
Capture this Slack comment as a Note in the Salesforce Opportunity
Capture Files in the Salesforce Opportunity
Capture comment as a deal highlight
Log notes as a Call note in your Opportunity
Update common Salesforce fields by including them in any messages that you send in your Smart Deal Rooms. Field names and values are flexible. Don't worry about capitalizing field names or writing dates in a detailed format (see examples).
Next Step: Team Demo
Updates the Next Step field to the value: Team Demo
Updates the Amount field to the value of $30,000
Close Date: tomorrow
Updates. the Close Date field to the following date
Momentum Slash commands can be run from anywhere in your slack. Just type
/ in the message bar, and most commands will start showing up as you type them down.
If you submit a command from within a Smart Deal Room, Momentum will automatically know what Opportunity you're trying to act on. Otherwise, it will ask.
Bring up a popup to update your Salesforce opportunity from Slack
Create a Smart Deal Room for one of your Opportunities from anywhere in Slack
Trigger a Deal Assist request for one of your deals
Subscribe to lead creation notification
Easily rename a Momentum Dealroom
View your Salesforce dashboard in Slack
Quickly check the status of any Dealroom
Subscribe to Call Log from Salesforce
Subscribe notifications for Salesforce tasks
Unsubscribe to Salesforce Call Logs
Unsubscribe to lead creation notification
Raise an issue for a deal and get the right people involved
Unsubscribe Salesforce tasks notification
Link Connect Channel to Salesforce Object
Check out this page for more details.
Open Momentum command and emoji reference right from Slack