Before you begin
Smart queues are built-in deal views for common management workflows.
Common queues
- All deals
- Going cold
- Closing soon
- New deals
- No next step
- High value
What you should see
Choosing a queue should show deals matching that risk, timing, or priority condition.
Common issues
- Queue empty — no deals match now
- Too noisy — add owner, stage, or close date filters
- Deal in wrong queue — update activity, next step, close date, or stage