Deal Memory
Capture critical context of a deal
Deal Memory helps teams capture and maintain important context throughout the lifecycle of a deal.
Why Use Deal Memory
Important deal information is often spread across meetings, emails, documents, and conversations.
Deal Memory helps consolidate this information into a structured and accessible format, ensuring valuable context is not lost as teams collaborate and deals evolve.
Add Deal Context with Deal Memory
After creating a deal, you are redirected to the Deal Memory page to capture additional business context about the opportunity.
Deal Memory helps teams document important information that may not be captured in standard deal fields, including:
Business objectives and challenges
Key stakeholders and decision makers
Budget and procurement considerations
Evaluation criteria
Project timelines
Risks, blockers, and dependencies
Competitive information
Add Deal Context
Enter the details you know about the opportunity.
Click Refine to improve and structure the content using Projetly AI.
Click Analyze to review the completeness of the information provided.
Based on the available context, Projetly assigns a context quality score:
Bad Context
Average Context
Good Context
Improve Context Quality
Click See Why to understand how the score was calculated.
Click What to Include to view recommendations for improving the deal context.
Update the information as needed and click Save.
The information you add is stored under What You’ve Shared.
AI-Inferred Context
As the deal progresses, Projetly AI continuously analyzes information from:
Deal details
Tasks and activities
Documents and shared content
Other deal-related interactions
Based on this analysis, Projetly automatically generates additional insights in the AI Inferred section of Deal Memory.
To provide more information manually at any time, click Tell Me More About This Deal and add additional context.
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