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ActiveCampaign Help Center
CRM
CRM
Getting started
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
See all 19 articles
Common Questions
How do I enable Round Robin Deal assignment?
How can deal owners only see deals assigned to them?
How do I select a currency for my deals?
How to change the primary contact on a deal
Can I add a custom field to a deal?
How do I assign tasks in ActiveCampaign?
See all 26 articles