The Freddy AI view displays deals in a kanban view grouped by predictions. This makes it easier for salespeople to focus on specific deal predictions, for instance, at-risk deals and manage their pipeline better.
Understanding the Freddy AI View:
The pipeline is organized based on the Freddy deal tag. The Freddy view contains the following elements:
Deal color/tag: The color of the bubble depends on the tag assigned to the deal. Based on predictions, Freddy assigns one of the following tags to deals:
Filters and save as views: Apply filters to the Freddy view to narrow down on a list of deals and save them as custom views for easy access.
- Deal insights card: Click the deal title to open the deal insights card. The card gives an overview of the recent performance of the deal and shows how the deal is performing, sales activities performed on the deal in the last 30 days, and suggests the next best action that can be carried out on the deal.
Deal stage change: Update deal stage from the dropdown on the deal card. You can also search for deals and switch to a different pipeline.
View Won/Lost deals:
In the Freddy AI view, you will be able to view the Closed- Won and Closed-lost deals by doing the below:
1. Select Won and Lost in Deal prediction filter to display the columns
2. Select Won and Lost in Deal stage filter to display the data.