Steps:

  1. From your Momentum app, go to Cues

  2. From the Cues page, click New Cue

  3. Add a name for your Cue

  4. Select trigger type to Opportunity Updated

  5. In the condition requirements box, check the box changed?

  6. Select field as Stage

  7. Select operator as Includes

  8. Select the value as Closed Lost and click Next

  9. Add any message that you want to show with the notification along with fields like Amount, Account name, etc. (one field is necessary to move on to the next step)

  10. In this case, we’ve added Closed Lost Reason (This is a custom field, you can create this in your salesforce setup)

  11. You can also add a GIF (Using tags & GIF library) and click Next

  12. Chose the type of notification from the drop-down (public message, deal room, private)

  13. Select the Channel

  14. Click on Create

Well done! 🎉 You will now be notified when the opportunity is closed won.

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