> For the complete documentation index, see [llms.txt](https://docs.projetly.ai/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.projetly.ai/home/documentation/sales-deal-room/deal-memory.md).

# Deal Memory

Deal Memory helps capture important information about a sales opportunity throughout its lifecycle. It provides a central place to document business context, stakeholder information, objectives, challenges, timelines, and other details that may not be captured in standard deal fields.

Deal Memory is available after a deal is created and can be updated as new information becomes available. It helps teams maintain a complete understanding of the opportunity while enabling Projetly AI to generate more accurate insights, recommendations, and deal assessments.

### Configure Deal Memory

After a new deal is created, users are automatically redirected to the Deal Memory page.

### Add Deal Memory

Add details about the deal to maintain context throughout its lifecycle. Use Deal Memory to document key information related to the opportunity and keep all stakeholders aligned.

| Label       | Description                                                                                                                                                                 | Comments                                                                              |
| ----------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------- |
| Deal Memory | Add information related to the deal, including business objectives, stakeholders, timelines, budget considerations, evaluation criteria, risks, and other relevant details. | Provide as much context as possible to maintain a complete record of the opportunity. |
| Analyze     | Reviews the information entered and evaluates context coverage.                                                                                                             | Use Analyze to identify areas where additional information may be required.           |
| Refine      | Enhances and restructures the content entered in Deal Memory.                                                                                                               | Useful for improving clarity and consistency before saving.                           |

Click 'Save' to save the deal memory. The information is stored under What You’ve Shared and becomes part of the deal’s context.

### Analyze Deal Context

Projetly AI evaluates the information provided and assigns a context quality score based on the completeness of the deal information.

Use the available options to improve context quality:

* See Why explains how the context score was determined.
* What to Include provides recommendations on information that may be missing.
* Refine helps improve the structure and clarity of the content.

Context quality is categorized as:

* Bad Context
* Average Context
* Good Context

### AI-Inferred Context

As work progresses on the deal, Projetly AI continuously analyzes information associated with the opportunity, including:

* Deal details
* Tasks and activities
* Documents
* Conversations and updates

Based on this analysis, Projetly automatically generates additional insights in the AI Inferred section of Deal Memory.

These insights help maintain a comprehensive understanding of the opportunity without requiring manual updates for every activity.

### Add Additional Context

You can continue to enrich Deal Memory throughout the deal lifecycle.

To add more information:

1. Open the Deal Memory page.
2. Click Tell Me More About This Deal.
3. Add additional details or updates.
4. Save your changes.

{% hint style="info" %}
Access to Deal Memory is controlled through role-based permissions configured by your organization. Contact your Workspace Administrator or Organization Administrator for access.
{% endhint %}