Sales work queue, tasks and deals

Customers

Customers

Sales work queue, tasks and deals

Know who to follow up today.

The problemEnquiries and quotes go quiet because nobody sees which one needs the next call.

The resultA daily work queue shows what to do next, and a deals board shows where every enquiry stands.

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Example with sample data. Nothing here is real.

What you can do

  • See a ranked list of what needs you today, with a one-tap action on each card
  • Call or message a customer straight from their card
  • Move a deal forward a stage with one button, or drag it on a wide screen
  • Record why a deal was lost, so you can see the reasons later
  • Start a deal and finish it later: unfinished deals are kept aside and left out of the totals
  • Open a won deal and go straight to creating its invoice

Who can use it

Owners, Admins and Managers can use this.

You need permission to view the pipeline to open Sales, and permission to manage the pipeline to add deals or move them. Owners, Admins and Managers have both out of the box. The Sales menu entry is hidden for shops, walk-in businesses and restaurants, but the pages stay reachable.

Ask Heyva AI

  • What needs my attention in sales today?

  • Create a deal for this customer

  • Move the office deal to Quote sent

Questions

What does the work queue show?
One ranked list of the things that need you: new enquiries, deals closing soon, tasks that are due or overdue, and sales-funnel steps that are due. Each deal appears once, with all its reasons on the card.
What are the stages?
New enquiry, Quoting, Quote sent and Waiting on customer are the working stages. Won and Lost close a deal and sit in the Closed strip. Unfinished holds deals you started but have not completed.
Why is an unfinished deal not in my totals?
A deal you start writing is saved as Unfinished so you do not lose it. It is left out of every open count, open value and win rate until you move it to a real stage.
What happens when I mark a deal lost?
You pick a reason from a short list, such as too expensive, no budget, went elsewhere or no reply. It is saved with the deal, so you can see later why deals were lost.
I cannot see Sales in my menu.
Sales is hidden for businesses that sell in one step, such as shops, walk-in businesses and restaurants, and for roles without pipeline access. The pages are still reachable by address if your role allows it.
Can a workflow react to a deal?
Yes. Moving a deal to a new stage, winning it and losing it can each start a workflow, for example to send a follow-up.

In more detail

The work queue answers what do I do now. The board answers where does everything stand.

For AI agents

Heyva AI and connected assistants can do this with these tools:

  • heyva_list_pipeline
  • heyva_create_pipeline_item
  • heyva_update_pipeline_item
  • heyva_move_pipeline_stage
  • heyva_pipeline_stats
  • heyva_pipeline_needs_attention
  • heyva_create_task
  • heyva_list_tasks
  • heyva_upcoming_tasks

About AI agents and MCP

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Last reviewed 31 October 2026