Keep track of quotes and pipeline with Deals Board

The board – your deals stage by stage

You can look at your deals in more than one way and switch view at the top of the page. The board shows how far each deal has come. Court shows who has the ball.

On the board, your deals are cards in columns, one for each stage:

• Contact – First contact established • Negotiation – In dialogue about solution • Agreement – Terms being agreed • Payment – Awaiting payment • Closed – Deal closed

Tip: Drag a card to the next column when a deal moves forward.

Court – who has the ball?

Court shows your open deals by who wrote last. A net runs across the middle: above it are the deals where you wrote last and the ball is with the customer; below it are those where the customer wrote last and the ball is with you. Each side has three lanes for how long the ball has been lying there: today, this week and over a week – with the newest nearest the net. Deals with a meeting planned, with no email yet, that you marked as "No reply needed" or parked until a date, or where you have marked the latest email from the customer as handled, sit on the net.

What you can do: • Tap or click a deal to open it • Drag one of your deals over the net to write the reply. You send it yourself, and the deal only moves once your email has been sent • If a ball needs no reply, choose "No reply needed" – it goes on the net until the customer writes again. Or choose "Park until …" – it comes back on the date, sooner if the customer writes. On a computer they are under "…" on the deal or a right-click, on a phone you press and hold the deal. You can undo right after • Use the three buttons on the net – yesterday, week and month – to play back what has happened. Small arrows then show how many deals came to you and how many you played over to the customer

Trail – the path of the ball in one deal

Trail shows how the ball has gone back and forth in one deal. Each turn is a block: the customer on the top row, you on the bottom. The wider the block, the longer the ball lay there. If a follow-up is planned, it is shown after "now".

You find Trail on the deal page, right above Follow-up, and as one line on the card on the board.

Deals from your emails

Frida can find deals in your emails and suggest them to you:

How it works:

Frida analyzes incoming emails

Emails with sales signals are identified

Frida suggests a deal with relevant information

You approve the suggestion under "Awaiting approval" on Deals — or turn on "Auto-accept deals" so detected deals are created directly

What triggers a deal: • Emails about prices and offers • Inquiries about products/services • Follow-up on previous contact

Tip: You turn deals on or off, and choose auto-accept, under Settings → Frida.

Simple vs. Advanced view

Simple view: Only 3 columns for quick overview: Contact → In progress → Closed

Advanced view: All 5 stages for detailed tracking.

Switch between views with the buttons at the top.

Create a deal

Automatic: Frida suggests deals when she detects sales-related emails.

From an email:

Open an email in the inbox

Click "Create deal"

Deal is created with customer from email, subject as title, link to email thread

Manually:

Click "+ Create deal"

Fill in title, customer, value, priority and probability

The deal card

Each deal shows:

• Title – Deal name • Customer – Who the deal is with • Value – Amount in your chosen currency • Probability – Chance of closing (%) • Priority – High •, Medium •, Low •

Edit directly on the card: Click on value, probability or priority to edit.

AI automation

Deals Board can automatically update your deals:

Probability per stage: When you drag a deal to the next stage, probability is automatically updated: • Contact → 20% • Negotiation → 50% • Agreement → 80% • Payment → 95% • Closed → 100%

Tips for effective pipeline management

• Move deals actively – Keep the board updated so you always know where you stand

• Set value – It gives overview of potential revenue

• Use probability – Weighted pipeline value = Value × Probability

• Check email history – Click on a deal to see all communication