📊 Deal Manager Overview

Deal Manager gives Comfort Consultants, sales managers, and office staff a central place to track proposals, manage deal activity, organize documents, and identify opportunities that need follow-up.

Deal information is shared between the Sales Builder Pro App and Management Portal, helping your team stay up to date whether they're working in the field or in the office.

🔍 Find the Deals That Need Attention

Deal Search helps you quickly locate proposals and identify opportunities that may need follow-up.

Use the built-in follow-up timeframes to find:

• 🔥 Hot Deals — Pending deals from the prior 2 days
• 🟡 Warm Deals — Pending deals from the prior 7 days
• 🔵 Cold Deals — Pending deals from the prior 30 days

You can also use Deal Search and its available filters to narrow your results and find the opportunities you need.

💡 Best Practice: Make Deal Search part of your regular sales follow-up process. Reviewing Hot, Warm, and Cold deals helps prevent opportunities from being forgotten.

✍️ Manage Deal Status and Acceptance

Deal Manager allows your team to keep proposal status and acceptance information up to date.

Proposal statuses include:

• Pending
• Accepted
• Declined
• Obsolete

You can also track how a deal was accepted, such as verbally, by email, or with a signature. This helps the office determine whether additional paperwork or follow-up is still required.

Deal status is synchronized between the Management Portal and the Sales Builder Pro App.

✅ Verify Multi-Option Wins

When a customer accepts a proposal containing more than one option, Sales Builder Pro prompts you to verify which option was accepted.

This helps prevent confusion between the accepted option and the options the customer did not select.

📝 Add and Share Deal Notes

Deal Notes help the field and office communicate important information about an opportunity.

Notes can be added from the Sales Builder Pro App or Management Portal and shared with other users working with the deal.

Notes can also be color-coded to quickly communicate status:

• 🔴 Red — Flag a roadblock
• 🟡 Yellow — Add caution or something requiring attention
• 🟢 Green — Signal readiness

📁 Keep Deal Documents Together

Deal Manager allows you to store supporting documents with the deal, helping create a more complete digital Job Folder.

Documents might include:

• Signed or scanned proposals
• Vendor or subcontractor documents
• AHRI certificates
• Warranty registrations
• Comfort Surveys
• Site Surveys
• Quality Installation Checklists
• Other deal-related documents

Keeping these items with the proposal makes it easier for sales, office, and installation teams to find the information they need.

👀 Track eSign Activity

When a proposal is sent using the eSign Toolkit, Deal Manager gives you additional insight into customer activity.

Deal Search/Export includes eSign information such as:

• eSign Views — See how many times the proposal has been viewed
• Last eSign Action — See the customer's most recent activity
• eSign Expiration — See when the proposal is scheduled to expire

Select an eSign deal to view its activity timeline and detailed history.

This can help your team determine which customers are actively reviewing their proposals and may be ready for a follow-up conversation.

📤 Manage eSign Proposals

For eSign proposals, Deal Manager also provides tools to help you continue the sales process.

You can:

• Send the eSign link to the customer
• Review customer viewing activity
• View detailed eSign history
• See where the eSign link was sent
• Track Accepted or Declined status changes
• View the proposal expiration date
• Change the proposal expiration date when needed

💡 Note: Changing the expiration date creates a new copy of the proposal with the revised expiration date. When you save the change, you'll be prompted for your signature to validate the updated proposal.

🗑️ Keep Your Deal List Clean

Obsolete proposals can be hidden from your active deal searches while still remaining recoverable.

Regularly updating proposal statuses helps keep Deal Manager focused on opportunities that still require action.

💡 Best Practice: Don't leave lost opportunities sitting in Pending indefinitely. Update deals to Declined or Obsolete when appropriate so your pipeline provides a more accurate picture of your active opportunities.

🎯 Make Deal Manager Part of Your Follow-Up Process

Deal Manager is more than a place to store proposals. It gives your team a consistent process for managing opportunities from the initial presentation through follow-up and acceptance.

Use it to answer:

• Which deals need follow-up today?
• Which customers are actively reviewing their proposals?
• Which proposals are about to expire?
• Which deals have been accepted or declined?
• Are there notes or documents the office needs?
• Are old proposals still showing as Pending?

Keeping Deal Manager updated gives your sales and office teams a clearer view of the pipeline and helps ensure valuable opportunities don't get overlooked.

Additional Resource Links:

How do I update the Sales Builder Pro App on my iPad?

How do I update the Sales Builder Pro App on my Android tablet?

How do I check the Sales Builder Pro software version on my tablet?