Attentive Help Center

    /att-deals

    How to search, list and edit your deals on Slack.

    Deals are the fuel to your sales team. 

    With Attentive, you don't need to open your CRM to get all the information on a deal. Let's say you're on the phone with a lead - it's pretty cool to be able to fetch their information on Slack!

    /att-deals allows you to list all your deals, as well as search for a specific deal.

    To list all your deals:

    1. On Slack, go to your Attentive assistant.

    2. Type /att-deals and press Enter.

    3. A list of all your deals is displayed. Click Details to see more information on each one.

    4. Edit the details on the deal or go Back to the main list.

    To search for a specific deal:

    1. Go to your Attentive assistant.

    2. Type /att-deals [deal name] (e.g. /att-deals Attentive) and press Enter.

    3. A list of all deals matching the search is displayed. Partial matches are accepted.

    4. Click Details to see more information.

    5. Edit the details on the deal or go Back to the search results.


    Tip: You can check how many open actions and pending actions that deal has - and solve them right away.

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