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21.2. Work a Daily Opportunity Queue and Keep Every Deal Moving
Use the AlgaPSA opportunity Queue to see what needs attention today, and work a deal's plan of stage-by-stage steps with linked tickets, tasks, quotes, and commitments.
A pipeline list tells you what exists. It does not tell you what to do this morning. The Queue tab answers that question for one person: what is overdue, what is going quiet, and what is worth the next hour.
The Queue tab
The Queue opens on a plain-language summary — "6 things need you today" — followed by an opportunity snapshot and the day's work.
Figure 1: The Queue tab. The snapshot counts open deals, actions due, and stalled deals, then breaks the pipeline down by stage.
Opportunity snapshot
Three counts frame the day:
| Count | What it means |
|---|---|
| Open opportunities | Every deal not yet won or lost |
| Actions due | Next actions at or past their due date |
| Stalled | Deals with no activity for the quiet threshold |
Below the counts, Pipeline by stage totals recurring (MRR) and one-time value per stage, and separates hardware out of the one-time figure where it applies — useful when you want to know how much of a stage is margin-bearing services versus pass-through equipment.
Do Today
Each card in Do Today is one next action on one deal: what it is, the deal's value, how overdue it is, and why it surfaced.
The cards say more than "overdue." "Day 13 since the proposal and 11 days past your own deadline" is a different problem from "14 days past due for Brightfield Academy" — the first is a client who has gone silent on a proposal, the second is follow-up you never made. Each card offers three responses:
- Review the draft — open the drafted follow-up (Pro; see below).
- Open deal — go to the deal detail screen.
- Snooze — push the action out without losing it.
Switch between Cards and Table at the right of the section header when you would rather scan a list than read cards.
The deal plan
Opening a deal shows its value, the owner's confidence, and the evidence, plan, and timeline in one column.
Figure 2: A deal's plan. Each stage carries its own steps, and "You are here" marks the current stage.
The plan is a single spine running through every stage. Under each stage sit the steps for that stage, each with a due date and an assignee. The stage the deal currently sits at is marked You are here.
Working a step
Every step offers the same actions:
| Action | What it does |
|---|---|
| Schedule | Put the step on a technician or account manager's schedule |
| Link ticket | Attach an existing ticket, so service work and sales work stay connected |
| Link task | Attach a project task |
| Assign | Hand this step to someone else without changing the deal owner |
| Done → set next | Complete the step and immediately name the next action |
Done → set next is the important one. It refuses to let a deal go quiet by making the completion of one step the moment you choose the next. That is what keeps the Queue accurate.
Steps come pre-suggested from the stage templates configured in opportunity settings — Add the 2 suggested steps fills the stage in one click — or you can Add a step here for work specific to this deal.
Moving the deal between stages
Click a stage circle in the plan to move the deal there. Because the stage reflects evidence rather than optimism, moving it is an explicit act; confidence is edited separately in the Your confidence card.
Quotes
The Quotes panel links a deal to AlgaPSA quoting. A deal with no quote yet shows the prompt "A sent quote moves this deal to Proposed on its own" — sending a quote against the deal advances the stage without anyone remembering to do it.
Use Link an existing quote when the quote was raised before the opportunity was.
Commitments (Pro)
Sales promises made in a meeting and forgotten before the contract is drawn are a reliable source of unbillable work. The Commitments panel records each promise as you make it. Every commitment either becomes a quote line or is explicitly declined before the deal closes, so nothing reaches delivery as an unpriced expectation.
Record commitments in the client's words — "Email migration included in the onboarding fee" — not as a task.
Drafted follow-ups (Pro)
With the AI Assistant enabled, Draft the follow-up at the top of a deal writes the next client email in your own voice, based on the deal's history and the step you just completed. Drafts are always reviewed before sending; the Queue's Review the draft button opens the same drafting flow from the day's card list.
Email drafting is configured on the Email Drafting tab of opportunity settings.
Closing a deal
The deal detail screen closes the loop with Mark won and Mark lost. Marking a deal won hands it off toward delivery — the contract, project, or onboarding work it was always about — and moves it into the Recently Closed column on the board for the review window.