How do I create a deal during a conversation?

ActiveCampaign plans
Starter
Plus
Pro
Enterprise

  Conversations is no longer available for purchase as of January 3, 2023.

Deals is available on Plus, Professional, and Enterprise plans.

You and your agents can create deals for known visitors during a conversation. In addition, you'll see an overview for any deal associated with a known visitor.

Note that it's not possible to edit deal information from the visitor detail pane. However, you can click the deal from the pane to open it in a new tab or window.

Deal_in_the_visitor_window_pane_that_you_can_click_to_go_to_the_deal.png

Create a new deal for a known visitor

 Please note: Only Agents (i.e. someone who is assigned a Conversations seat) are able to create a new deal for a known visitor. If a user has the "View Only" role permission, they will not be able to create a deal within the Conversations inbox.

1. Click the "Add a Deal" option in the visitor detail pane.

Click_Add_a_deal_in_the_visitor_window_pane.png

2. A modal window will open. Complete the fields in the modal.

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

Fields_to_complete_in_the_Add_a_new_deal_modal_then_click_Add_a_Deal_when_finished.png

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