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Getting started with Momentum

Getting started with Momentum

How to install Momentum, create a Deal Room, and manage your Opportunities.

7 articles
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Written by Santi

Momentum Installation Overview

What you and your team will need to prepare for our upcoming installation session.
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Written by Santi. Updated over a week ago

How to install Momentum

Installing Momentum to integrate Salesforce and Slack.
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Written by Santi. Updated over a week ago

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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Written by Santi. Updated over a week ago

Momentum Vocab / Glossary

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Written by Santi. Updated over a week ago

How to create a Deal Room and manage Opportunities

Close deals faster by creating deal rooms, capture files, invite your teammates, and raise issues.
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Written by Santi. Updated over a week ago

Manage your deals from the Momentum home screen

See and update all of your opportunities, start deal rooms, and raise issues from one place in the Momentum home screen inside of Slack.
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Written by Santi. Updated over a week ago

Momentum Cheat Sheet

A quick overview of Momentum's commands
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Written by Santi. Updated over a week ago