Momentum

Santi

Easy Notifications to get you started with Momentum 

Setting up a workflow to get the opportunity lost reason from a specific user if it is lost after reaching a particular stage.

Automatically update the dealroom name with a prefix of choice when an opportunity moves to a different stage

When a user-defined condition is met, the workflow is triggered & a copy of the template file is made and placed in the destination folder

Setting up a workflow to get the opportunity lost reason from a specific Slack channel if it is lost after reaching a particular stage.

SDR receives a notification asking to enter the qualification reason. This reason is updated in the salesforce & notified in Slack

Setting up a workflow to get the celebratory note from a user, and posting the announcement on a select Slack channel.

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