How to create deals without leaving Slack.


Written by Ana Nelas

Last published at: August 19th, 2019

This is one of our most important commands. It was developed to improve Sales Rep productivity regarding data entry. With Attentive, you can create deals directly on Slack with a single command. When you finish, all the information will be updated in your CRM as well.

1. On Slack, go to your Attentive assistant.

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

3. Deal Awesome is created. You can edit its details right away or, if you prefer, Attentive will ask for these details later:

  • Name: If you misspelled the deal name or if it's incomplete for some reason, you can correct it right away.
  • Stage: By default, the first stage of your pipeline. Using the drop-down, you can choose a different stage to place the newly created deal.
  • Amount: Total deal value. Enter the Amount and press Enter to update this field. The currency used is the one defined in your CRM.
  • Close Date: The date you believe the deal is likely to be completed.

4. Click Finish.

5. You can check how many actions have been generated for that deal - and start completing them!