View Your Opportunities in Slack

Slack is a team communication tool that facilitates synchronous communication across different devices. Regardless of whether your team is co-located or distributed, Slack provides an effective communication channel that's easy to use.

Let's say you would like to quickly review a list of the main opportunities owned by you and take some actions. You can do all this on Slack using any device, without signing in to your sales application.

Note: The only criterion is that your administrator has set up the integration of Slack with your sales application.

You can view the list of the top five opportunities owned by you with the close date in the current fiscal quarter. You can also log a call, create a task, or schedule a meeting for each listed opportunity.

To view your top five opportunities with the close date in the current fiscal quarter in Slack:

1. Navigate to your workspace in Slack.

2. Select one of the following:

   • Any public channel in the Slack workspace

   • Slackbot

   • Oracle Sales Slack app: This refers to the app that your administrator has created in Slack for integrating with your sales application.

   Note: Due to security restrictions, you can't view your opportunities if you select the following:

3. Enter the following command at the command line: /ec-my-opportunities

4. Press Enter.

   Your top five opportunities are displayed. The following fields are displayed for each opportunity:

   • Stage: For example, Qualification or Closed

   • Close Date

   • Account

   • Win Probability (%)

   • Amount

   • Currency Code

   • Recommended Action

Note: Every sales representative who executes the /ec-my-opportunities command can see only the opportunities owned by him or her. So you can't view the opportunities owned by other sales representatives. Moreover, your opportunities are only visible to you and not to any other user.