Maybe you work at a big company and want to create an sales gong or opportunity creation alert just for your team…
This is totally possible using Troops enhanced filtering. Below we’ll show you how to create a Sales gong just for your team as an example.
Here’s a quick example of a filter by owner setup in action.
In Order To Make Magic Happen….
Channels: Team Specific Channel (i.e. Mid-market)
Recommended Schedule: N/A (Real-time)
How To Do It
1. Go to your Troops dashboard and click create on Digital Gong. *This works for Opp Stage Change Alerts too
2. Select which Slack channel you want to be alerted in
3. Choose the opportunity stage in which you want to be alerted
4. Add an additional filter for the way which you’d like to distinguish your team. In this example, we’ll filter by owners.
*Make sure to use the “is one of” filtering option to select multiple owners or linked objects.
Here’s a gif in action
6. Name your alert & add up to 5 attributes to your message and you’re done!
Killer use cases:
- Sales gong for your team
- Opp creation alert for your team
- Gong or alert for a specific product
Set yours up here right now!
If you have any other questions that we haven’t answered, feel free to get in touch with us at firstname.lastname@example.org!