When managing 5, 10 or 50 quotes simultaneously, treating them all the same way is impossible. A junior sales rep typically handles 5 to 10 active quotes, a senior can have 15 to 25, and a sales team can easily track 50 to 100 quotes in parallel.

The problem: not all quotes are equal, but without a clear method, you're wasting time on dead deals while hot opportunities cool down due to lack of attention.

🎯 Business objective: Turn your quote pipeline into an efficient sales management tool to maximize your conversion rate without wasting time on deals that will never close.

The Furious DAILY CHECK is a quick filtering feature available in the Quote pipeline that allows you to identify urgent sales actions at a click.

Access the Furious DAILY CHECK directly from your Business > Quote pipeline page.

In the Quote pipeline, the Furious DAILY CHECK offers two quick filters:

1. Contacts overdue on sticky notes or without scheduled action

• Displays all client contacts related to your quotes that are in alert status
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• Contacts with overdue sticky notes
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• Contacts with no scheduled future actions (red dot)
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2. Quotes overdue on sticky notes or without scheduled action

• Displays all quotes requiring immediate action
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• Quotes with overdue sticky notes (red alert)
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• Quotes with no scheduled future actions (red dot)
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💡 Tip: Integrate the Furious DAILY CHECK into your morning routine. A 2-minute glance is enough to identify your priorities for the day.

Furious integrates a system of intelligent visual indicators that appear directly on the cards of your quote pipeline. These icons provide you with real-time information on the status of your sales actions and indicate which quotes require priority action.

Meaning: An action was recorded today on this quote (sticky note added, quote modified, note added).

What to do:

• This is your signal for active prospecting
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• Continue the established follow-up pace
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• Update the sticky note with the next deadline if not already done
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💡 Tip: A green dot indicates you are in a positive sales dynamic. Maintain this pace for deals in the negotiation phase.

Meaning: No sticky note with a future date is scheduled on this quote. Risk of being forgotten.

What to do:

• Immediately create a sticky note with a follow-up date
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• Schedule the next concrete action (call, email, meeting)
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• Never leave a quote without a scheduled action
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⚠️ Warning: A red dot is an alert signal: this quote risks being forgotten if you do not schedule an action now.

Meaning: The quote has not been updated since the expiration deadline configured for this pipeline column.

What to do:

• IMMEDIATE ACTION REQUIRED
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• Follow up with the client by phone (not just by email)
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• If no response: qualify the deal (Hot/Warm/Cold/Dead)
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• Move the quote to the appropriate column or mark it "Lost"
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• Create a new sticky note with a close follow-up date
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👉 Essential action: This icon is your radar against zombie deals. A quote lingering for weeks without action costs you time and distorts your sales forecasts.

Meaning: A sticky note with a date in the future is scheduled on this quote.

What to do:

• Nothing for the moment, your follow-up is organized
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• Regularly check your calendar view to anticipate upcoming actions
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• The sticky note will automatically switch to "to be handled" on the scheduled date
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💡 Tip: The black arrow indicates well-organized prospecting. It is the ideal state for a maturing deal.

Automatic expiration turns your pipeline into an intelligent alert system. Without it, a quote can linger in a column for weeks unnoticed. With it, Furious automatically alerts you when a quote stagnates for too long.

Concrete examples:

• A quote in "Proposal" that lingers for 10 days = abnormal → red alert
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• A quote in "Negotiation" that lingers for 15 days = client ghosting → immediate action
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• A quote in "Decision" that lingers for 30 days = probably dead → to be qualified
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⚠️ Warning: Adapt these deadlines according to your sector. Public markets often require longer deadlines, while startups expect quicker responses.

• Go to Furious Configuration > Business > Quote Pipeline
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• For each customized column, define an Expiration Deadline (in days)
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• Enter "0" if you do not want to activate an alert for this column
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• Save your changes
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💡 Tip: Start with conservative deadlines (15 days everywhere) and adjust according to your field observations after a few weeks of use.

How to identify it?

• Green dot (recent actions)
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• Sticky note with a deadline in the next 3 days
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• Probability higher than 70%
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• Client responsive during recent exchanges
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Recommended actions:

• Respond within 2 hours to any request
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• Prepare signing documents in advance
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• Anticipate potential questions and objections
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• Maintain a strong contact rhythm (minimum 2 interactions per week)
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Time to dedicate: 60% of your sales energy

💡 Tip: For a hot deal, systematically create a sticky note after each interaction with the next precise action and date.

How to identify it?

• Black arrow (scheduled action) or recent green dot
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• Sticky note with a deadline in 7 to 15 days
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• Probability between 40% and 70%
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• Client interested but not in a hurry
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Recommended actions:

• Weekly follow-up (email + phone call)
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• Send value-added content (client cases, case studies, articles)
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• Propose an intermediate meeting to remove objections
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• Systematically update the sticky note after each contact
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Time to dedicate: 30% of your sales energy

💡 Tip: For warm deals, propose short exchange formats (15-minute calls) rather than long meetings. This reduces friction and maintains the connection.

How to identify it?

• Red alert icon (expired)
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• No response for 2 to 3 weeks
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• Probability lower than 40%
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• Client evasive or unreachable
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Recommended actions:

• Last qualifying follow-up (phone required, no email)
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• Ask directly: "Where are you in your thinking? Is this project still ongoing?"
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• If no clear answer: propose to pause the follow-up
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• Move the quote to a "Pending client decision" column with a 10% probability
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Time to dedicate: 5% of your sales energy

⚠️ Attention: A cold deal is not necessarily dead, but it should no longer monopolize your daily attention. Schedule a follow-up in 3 or 6 months via a sticky note.

How to identify it?

• Red alert for more than 1 month
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• Client chose a competitor (confirmed information)
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• Project canceled or postponed indefinitely
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• No response despite 3 or more follow-ups
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Recommended actions:

• Mark the quote as "Lost"
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• Mandatory record the reason for failure (price, deadlines, competition, project canceled, no response)
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• Create a reminder sticky note in 6 months if relevant (possibility of a new future opportunity)
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• Analyze the reason for failure to improve future quotes
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Time to dedicate: 5% (only to qualify and properly archive)

💡 Tip: Qualifying a lost quote is not a commercial failure, it's professional discipline. It frees up your pipeline and refines your forecasts.

1. Furious DAILY CHECK (Business > Quote pipeline)

• Click on Furious DAILY CHECK
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• First review quotes overdue or without scheduled action
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• Then check contacts overdue or without scheduled action
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• Immediately create the missing sticky notes with follow-up dates
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2. Sticky note calendar view (My Furious > My Sticky Notes > My Week)

• Check today's sticky notes
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• Prioritize: hot deals first
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3. Create your daily sticky notes

• For each planned sales action: 1 sticky note = 1 clear action with a date
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💡 Tip

The Furious DAILY CHECK reduces your morning routine from 15 to 10 minutes. You instantly identify your priorities without manually browsing your entire pipeline.

1. Complete pipeline review (every Monday morning)

• Browse ALL columns from left to right
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• For each quote, ask yourself: "What is the next action?"
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• Update probabilities based on real progress
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2. Pipeline cleanup (every Friday afternoon)

• Qualify cold deals as "Lost" if necessary
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• Archive zombie quotes that linger for months
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• Adjust sticky note dates for the following week
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💡 Tip

Monday's review prepares you mentally for the week, Friday's cleanup allows you to leave for the weekend with an up-to-date pipeline.

Quick method with Furious DAILY CHECK:

• Click on Furious DAILY CHECK in your Quote pipeline
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• Select "Quotes overdue or without scheduled action"
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• You instantly see the quotes requiring immediate action
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• Handle them by decreasing probability order
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Manual method (without Daily Check):

• Filter on quotes with red alert → Prioritize follow-up
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• Check the view My Sticky Notes > My Week → Handle those dated today or overdue
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• Sort by decreasing probability → Focus on quotes above 50%
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• Temporarily ignore quotes below 20% probability (unless red alert)
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Expected result: You go from 20 vague quotes to 5-7 concrete and priority actions.

Questions to ask yourself:

• Does it have a red alert? → YES = immediate follow-up by phone
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• When was the last client contact? → More than 15 days = qualifying call necessary
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• Is the client usually responsive? → NO = consider "Lost" status
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• Is there a sticky note with the next action? → NO = create it immediately
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Final decision:

• If regular contact with client = WARM → scheduled weekly follow-up
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• If total radio silence = COLD → last qualifying follow-up then "Pending client decision" or "Lost"
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Reliable indicators:

• ✅ Client responded in the last 7 days = CURRENT
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• ✅ Scheduled meeting within the next 15 days = CURRENT
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• ❌ No response for more than 3 weeks = PROBABLY OBSOLETE
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• ❌ Client says "we'll get back to you" without a set date = MOST PROBABLY OBSOLETE
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Recommended action: Directly ask the client. "Hello [First name], is our proposal from [date] still current for you? Do you need additional elements?"

3-step follow-up protocol:

Day 0 (silence for 15 days):

• Email: "Hello [First name], have you had a chance to review our proposal from [date]?"
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Day +3 (no response):

• Phone call: "I wanted to ensure you received our quote and see if you have any questions"
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Day +7 (still no response):

• Last email: "I understand you're busy. Would you like me to pause this project and contact you in 3 or 6 months?"
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Day +10 (total silence):

• Mark the quote as "Lost - No response"
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• Create a reminder sticky note in 6 months if the project could potentially reactivate
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💡 Tip: A client not responding after 3 targeted follow-ups = dead deal at 95%. Stop wasting time, move to the next deal and release your sales energy.

• How to structure and manage your sales pipeline?
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• How to optimize your prospecting with sticky notes?
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• How to create reminders with sticky notes?
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• How does the Quote Pipeline page work?
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• How to export and analyze data related to quotes?
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Prioritizing your quotes is not about sales intuition, it is a methodological discipline based on objective indicators. Furious' visual icons (green/red dots, expiration alerts) turn your pipeline into an intelligent management tool that tells you what to do, when, and for whom. By adopting a daily 15-minute routine and systematically qualifying your deals by temperature (Hot/Warm/Cold/Dead), you free up time to focus on high-value opportunities. A clean and up-to-date pipeline is not a luxury, it is the sine qua non for sustainable sales performance.