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?

CRM > Deals: open deal with Timeline, Actions, AI Coach and Details panel

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.

If your team turned on Sales rep scope, a sales rep who opens someone else's deal sees its status, owner and details, but not its activity, quote or files, and can't change it: the deal itself tells them with a notice. See CRM roles and permissions: what each sales rep can see and do.

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 ones you Delete, on the other hand, go to the Trash: for 30 days, the workspace's owner or an admin can restore them, one by one.

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.

What happens when a contact with history writes to you again?

When someone who already has a history in your CRM writes to you again, MB Suite doesn't open a new prospect for them: the message goes to what you already had. If they have an active prospect or an open deal, the message simply lands there. If what they had was archived or closed, the record also shows a notice —and so does the conversation in Messages, if they wrote on WhatsApp— and the deal's or prospect's owner gets a notification. The notice is one of these two:

Unarchived by new activity — the deal or the prospect was archived and came back to your lists on its own; the notice tells you what state it was in. A deal comes back just as it was: open, won or lost.
Messaged again after the deal closed — the deal was won or lost, not archived: it isn't reopened and nothing new is created. If its owner is an AI position, that deal doesn't count as history and there's no notice.

From the notice you decide what comes next. None of the three options creates another person or another company:

Continue here — you keep working on the same deal or prospect; it only removes the notice.
Create new deal — opens a deal for the same person and the same company, with you as owner and a value of 0 for you to fill in. It's born in the previous deal's pipeline (if that pipeline is no longer available, or the notice is on a prospect, in your default pipeline) and in its first stage, so it shows up right away in that pipeline's Kanban and Spreadsheet. If it belongs in another pipeline, move it with Move to other pipeline. If your team turned on Sales rep scope and you have the Sales rep role, it's born in a pipeline where you have View and work (the previous deal's, if it's one of them); if you don't work any, in one where you have View only; and if you're on No access in all of them, it isn't created. Like any new deal, it starts the sequences with the Deal created trigger.
Create new prospect — opens a prospect for the same person and the same company, with you as owner; you'll find it in Prospects, ready to qualify.

Resolving the notice, with any of the three options, counts as editing the deal or prospect that shows it: a Sales rep can do it on the ones they can edit —their own and the unassigned ones—; on someone else's, the CRM tells them they don't have permission. And it only gets resolved once, wherever you do it: it disappears from the record and from Messages, and if someone had already resolved it, nothing new is created and MB Suite tells you so.

With Sales rep scope on, the new deal or prospect can only be linked to people and companies that rep already sees: if the notice's person or company isn't one of them, nothing is created and the CRM answers as if it didn't exist (Person not found or Company not found). The use of your contacts' data in MB Suite is governed by our Terms and Conditions.

If every customer who comes back is a new sale for you, go to CRM > Settings > Acquisition > Lead sources, open the source's menu (the three dots) and check Every returning contact is new business. From then on, whoever comes back through that source with a closed or archived deal, or with an archived prospect, comes in as new business, just like someone writing for the first time; anything still open keeps being used. The source shows it with the Returning = new business badge.

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.

The tasks a sequence hands you land in that same place — in Activities and in the Tasks and meetings tab of the deal and of the contact — so the automation's work and your own sit in one list. You tell them apart by the Sequence: {name} chip next to the subject (the emails a sequence sends carry it on the timeline too), which takes you to the sequence with one click. And completing one does double duty: it closes your task and lets the sequence move to its next step. See Sequence tasks: where they land and how they unblock the next step.

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. Among the activity's fields is Origin: Sequence shows only what a sequence created, and No sequence, everything else (what someone on the team logged, synced emails, calls).

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.

Manage a deal: history, activities and agenda