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Manage a deal: history, activities and agenda

Updated 2026-08-19

In two lines: open any opportunity in CRM > Deals. Each deal brings together the contact's whole history in one place, and you organize your day in CRM > Activities.

What does a deal keep?

A deal is the living record of an opportunity. When you open it you see, in its Activity (the history), everything that happened with that contact in chronological order. The timeline always opens with how the lead came in — its channel and source campaign (Came in via {channel} · {source}) — and for form leads you can expand the answers right there, in the collapsible Form answers card:

  • The creation event: how the lead came in — its channel and source campaign — or, for an imported base, the file and row it came from. For form leads, this entry holds the collapsible Form answers card.
  • Emails sent and received.
  • Calls, with their outcome, exact duration and the notes you took — plus a link to the Recording, when that line records.
  • WhatsApp messages.
  • Internal Notes you or your team add.

Everything stays in one place, so anyone on the team understands the deal's status without asking. To connect your channels and have the history fill itself, see Centralize WhatsApp, email and calls in the CRM.

That origin isn't locked inside the record: in the Spreadsheet view you can bring it out into columns. From Configure columns you turn on the campaign, the ad and the form of every deal, and the Form column carries an eye icon that opens the same Form answers card without leaving the table. See Attribution: which campaign generated each sale (real ROAS).

Working on many deals at once

That same Spreadsheet view lets you work in bulk: tick several deals with the checkboxes and the bulk bar appears. From there you edit the Labels of the whole selection, Reassign the owner, Move stage, Move pipeline, and — in the actions menu — Archive or Delete. It's the fastest way to tidy up a funnel after a busy week. The deals you archive leave the default view and live under the Status selector, in Archived — set aside, not deleted, restorable whenever you want; All shows open, won and lost deals together, but never what's archived.

The Labels editor in that bar has three states, so bulk labelling never destroys anyone's work: a filled checkbox means all the selected deals carry that label, a dash means only some do (it shows how many, for example 3/8), and an empty one means none. Click once to apply it to all of them, click again to remove it from all of them, and confirm with Apply. Labels that you leave in the dash state stay exactly as they were, and Manage labels takes you to the catalog if you need to create one first.

Labelling works in the All pipelines view too, because labels don't belong to a pipeline. Move stage is the one that does: stages belong to a specific pipeline, so pick one first (in All pipelines the action is disabled). Once the selection is labelled, you can reuse it in People — see Filter People by their deals (label, pipeline, stage, status, owner).

When you close a deal, its detail panel shows the Won date or Lost date, so you know exactly when each opportunity was resolved without digging through the timeline.

How do I log tasks and follow-ups?

Inside the deal you can create an Activity so you don't lose the next step: a task, a future call or a Meeting. You give it a subject and date, and it's scheduled.

All the activities of all your deals come together in CRM > Activities, which you can view as a list (day and week) or in Calendar. That's the panel you start your day from: what you have to do today, in plain sight.

In CRM > Activities you can filter not only by the activity's own fields, but also by fields of the related deal, company or person —including their custom fields—. For example, show only the activities of deals in a given stage or above a certain value, to focus your day on what matters most.
You get a notification when a new lead comes in or when a deal changes stage, so follow-up doesn't depend on you remembering to log in.

Does the AI help me advance the deal?

Yes. The deal's AI Coach analyzes the conversation and gives you actionable recommendations and a risk level (low, medium or high) to know where to put your energy. It's optional and configured by choosing an agent. How to enable it and what to expect: Qualify and boost deals with AI (AI Score and AI Coach).

Next step: so that follow-up doesn't depend on remembering it, automate it with Automate follow-up: Sequences and booking pages.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.