Big Deal Alerts

Use Cases:

  • Get instant notifications when big deals close so leadership can celebrate wins.
  • Alert sales managers about high-value opportunities moving through the pipeline.
  • Automatically notify finance team when large deals close for revenue recognition.
  • Keep stakeholders informed about significant business wins in real-time.
Automation(Flows)GTM/BusinessRevOps Insights

Prompt

Create a flow that sends an email alert to the sales manager and CEO whenever an Opportunity with Amount > $100,000 moves to Closed Won stage.

More use cases like this

Lead Performance Audit

Audit past lead quality with conversion metrics and performance insights

Analyze DataRevOps InsightsGTM/Business
Lead Performance Audit

Lead Pipeline Report

Generate a pipeline report showing recent leads with owner accountability and status tracking

Build ReportsGTM/Business
Lead Pipeline Report

Loss Reason Report

Generate loss reason reports showing why deals fail with counts and revenue impact

Build ReportsGTM/BusinessRevOps Insights
Loss Reason Report