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:
- Emails sent and received.
- Calls, with their notes and, if applicable, the recording and transcription.
- 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.
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.
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.