Deal
Rooms

Collaborate & take action

• Deal Rooms become a centralized hub for all collaboration around your strategic accounts
•  Everyone on the team is informed, aligned, and able to contribute value
• Alerts can spark conversation and drive account strategy forward
• Managers and executives can coach reps and engage directly when necessary
• Key conversations can be stored back into Salesforce right from Slack

Configuring a Deal Room

1. Select the Slack channel name from the dropdown menu.
2. Add the Salesforce object you’d like to link to the Deal Room. You can add more than one object and also include Child Objects.
3. Invite team members and Troops bot to the Slack channel.
4. Select the Salesforce Object fields you'd like to be alerted on when changes occur.
5. Select the team members' Google Calendars for in-room meeting notifications and select the alert timing.
6. Click on “Summary” to customize a deal summary that can be accessed by anyone at any time in your Deal Room!
7. You can also create Deal Rooms from Slack!