CRM

Getting started

• Understanding pipelines, stages, deals, and tasks
• How to create and edit a pipeline 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
• Connect your email account to Deals CRM

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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?

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