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02Inbox organization

Every message lands in the right deal's memory.

Deal tagging in Outlook routes each email into the right Deal Brain, so every downstream workflow (trackers, CRM updates, Q&A) starts from the same organized record.

01

Finds explicit signals

02

Ranks staffed deals

03

Applies or proposes a label

Best used for

  • Busy multi-deal inboxes
  • Shared process history
  • Faster retrieval

Control line

Ambiguous matches are surfaced for confirmation, not guessed.

See Deal Tagging on a live deal