How to use Deal Roles in ActiveCampaign

The Deals CRM is available on the following plans:

  • Plus
  • Professional
  • Enterprise

A Deal Role is a role you assign to contacts associated with a deal. Your account comes with two roles: Contributor and Decision Maker. However, you can create additional roles for contacts or remove any role from your account. You may want to leverage roles so you and your team can quickly see who to reach out to regarding a deal and who your decision-makers are. You can also use roles to segment your contacts

Roles can only be assigned to contacts and seen from the Deal Details page. Roles cannot be assigned to contacts from their contact profile page, nor can you view a contact's role from their profile page. 

In this article:

Add a role to a contact

Once a deal is created, you can apply a role to any contact associated with it.

1. Click "Deals" to navigate to the Deals page.

2. Click the pipeline dropdown then click the pipeline containing the deal you wish to work with.

pipeline dropdown

Note that you can also search for the deal by typing the deal title, email, phone, or account name into the search field.

Deal search field

3. Locate the deal you wish to update then click it to open it.

Contact with no role

4. Hover your mouse over the contact you wish to apply a role to.

5. Click the pencil icon that appears.

Click the pencil icon

6. A modal window will appear. Click the "Role" dropdown and click the role you wish to apply to the contact.

Note that you can use the search field presented in the dropdown to search for a role.

Select a role

7. Click the "Save" button.

The role will be applied to the contact on the deal. As a reminder, the role will not be displayed on the contact's profile page.

Manage deal roles

You can create additional roles for contacts associated with your deals. You can also delete default roles that we provide.

Create a new Deal Role

1. Click "Settings" (gear icon) in the left menu.

2. Click the "Deals" option.

3. Click the "Add a new deal role" button located in the Deal Roles box.

Click the Add a new deal role button

4. A new line will be added to the Deal Roles box. Type the name of the new role into the space provided.

Type the role into the field

The new Deal Role will be added to your account. You will be able to apply it to any contacts associated with a deal.

Delete a Deal Role

You can delete Deal Roles from your account if you don't use them or if they don't make sense for your business. When you delete a role from your account, it will be removed from any contacts who had that role applied to them.

1. Click "Settings" (gear icon) in the left menu.

2. Click the "Deals" option.

3. Click the X next to the role you wish to delete.

Click the X

4. A "Delete a deal role" modal will appear. This modal will ask you if you wish to assign a different role to contacts who have been assigned the role you're about to delete. To assign a different role, click the dropdown in the modal and click the role you wish to assign.

If you don't want to apply a role to affected contacts, you can click "None."

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

The role will be removed from your ActiveCampaign account.

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