CRM (Deals)
Learn the building blocks of the ActiveCampaign CRM to create and manage pipelines, track opportunities, build relationships with your leads and customers, and more.
Get Started with the CRM
- Understanding pipelines, stages, deals, and tasks
- How to create and edit a pipeline in ActiveCampaign
- How to create and edit a stage in ActiveCampaign
- How to create a deal in ActiveCampaign
- How to create a task for a deal
- How to mark a Deal as Won or Lost
Use the CRM
- How to send one-to-one emails to any contact on a Deal
- An overview of Task Outcomes
- Filtering and searching deal data
- Send automated notifications to deal owners
- How to use Deal Roles in ActiveCampaign
- Using automations to manage your deals
Common Questions & Troubleshooting
- Can I add a custom field to a deal?
- How do I see all tasks assigned to me?
- Can I attach files to a deal or contact?
- Troubleshooting connected email accounts
- How can deal owners only see deals assigned to them?
- How do I select a currency for my deals?