How to create a deal in ActiveCampaign

The Deals & CRM feature is available on the following plans:

  • Plus
  • Professional
  • Enterprise

A deal in a pipeline contains information pertaining to a potential sale or opportunity—it is where you develop your sales process and get your leads or accounts to take action. With your deal, you can have a primary contact and secondary contacts.

In this article:

Terminology

Listed below are standard fields used to collect information about deals. You'll be asked to populate information for these fields whenever you create a new deal. 

Account

Is the name of the business that the contact on the deal is associated with. With Accounts, you can capture and store information about the businesses you work with in one place.

When creating a new deal in your pipeline, you will be asked to provide the account name for contact (if known). As you type, we'll display a list of options that you can choose from. If no potential matches are found, you can create a new account by clicking the "Create" button. The account will be created once the deal is saved.

Contact Name or Email Address

The Contact Name is the name of the individual that the deal relates to. Deals created from a pipeline are attached to contacts. All contacts must have an email address in order to be added to your ActiveCampaign account.

To add a contact name or email address, type either the contact's name or email address in this field. As you type, we'll display a list of suggested contacts that you can associate with this deal. If a contact does not yet exist, you can click the "Create" button that appears. A contact record will be created as soon as the deal is saved.

Deal Description

This space allows you to provide a short summary and important information about the deal. This description will be visible in the "About This Deal" section on the deal details page.

Deal Owner

The deal owner is an account user who has permission to view your pipeline. They can be assigned deals and can manage them.

Deal Title

This is the name of your deal; it will appear on the deal card in your pipeline. You'll want to provide a short, but descriptive title for each of your deals. You can also add personalization to the deal title by inserting a personalization tag

Deal Value and Currency

All deals are required to have a value. The default currency selected will be USD. You can change this by clicking into the value fields and providing new information.

Forecasted Close Date

The forecasted close date is the date you estimate the deal will be closed. Adding a date to this field will help you forecast your business effectively on a daily, weekly, or monthly cycle with the Forecasted Close Date report.

Pipeline

A pipeline is a defined set of stages for a sales process. You can change the pipeline that the deal is in by clicking the "Pipeline" dropdown and clicking a different pipeline.

Stage

A stage is a step in your sales process. You can select the stage the deal will be in by clicking the "Stage" dropdown and clicking a different option

How to create a deal from a pipeline

New deals can be manually created in any pipeline. All deals created from a pipeline will have a contact associated with it.

1. Click "Deals" to navigate to the Deals section in your ActiveCampaign account.

2. Click the pipeline dropdown to select the pipeline you wish to add a deal to.

3. Decide which stage you wish to add a deal to and click "Add a Deal."

You can also click the "Add a deal" button at the top of the page.

4. The "Add a New Deal"  window will open.

4. Click the "Add Deal" button when finished.

The new deal will be added to your pipeline.

Create a deal from a contact's profile page

Deals can be created for any contact right from their profile page.

1. Click "Contacts" to navigate to the Contacts Overview page.

2. Locate the contact you wish to create a deal for and click their name to open their profile record.

3. Click the "Deals" tab located next to the "Personal Info" tab.

4. Click the "Add a deal" button.

5. A "Add a New Deal" modal will open. Complete the fields listed in the modal to create a deal for your contact. Note that the "Contact Name or Email Address" field wil already be populated. If there is an account associated with the contact, that will be listed as well.

6. When finished, click the "Add Deal" button.

The Deal will be added to the Deal page for the contact:

Create a deal using an automation action

Deals can be created automatically for any contact who encounters the "Add a Deal" action in your automation.

1. Click "Automations" to navigate to the Automations Overview page.  

2. Locate the automation you wish to add a "Add a Deal" action to and click the "Edit" button.

3. The automation builder will open. Click "CRM" on the right menu then click "Add a Deal." Drag this action to your automation.

4. An "Add a Deal" modal will open. Type the Deal Title and Deal Value. Then select the currency, pipeline, stage, and owner.

5. When finished, click the "Save" button.

The action will be added to your automation immediately.

Any contact that encounters this step in your automation will have a deal created for them that uses the information you provided.

Create a deal for an Account

Deals can be created for any Account. When a deal is created for an account, it does not need to be associated with a contact.

1. Click "Contacts" to navigate to the Contacts Overview page.

2. Click "Accounts" in the left menu.

3. Click the Account you wish to add a deal to.

4. The details page for the Account will open. Click "Add Deal" located in the Deals widget.

5. A "Add deal" modal will open. Complete the fields listed in the modal to create a deal for the Account.

6. When finished, click the "Add Deal" button.

The deal will be added to the selected pipeline and will appear in the Deals widget on the Account Details page. 

Have more questions? Submit a request