Skip to main content
English
  • English
  • Deutsch
  • Español
  • Français
  • Italiano
  • Português
  • Contact
  • Login
  • Solutions
    Customer Experience Automation
    • Pricing
    • Request demo
    • By role
      • Sales
      • Marketing
      • Service
    • By Product
      • Email Marketing
      • Marketing Automation
      • CRM & Sales Automation
      • Service & Support
    • By Industry
      • Technology
      • Blogger & Influencer
      • Ecommerce
      • Education
      • Agency
      • Small Business
      • Enterprise
    • Pricing
    • Demo
    • Resources
      • Why ActiveCampaign
      • ActiveCampaign 101
      • Learn ActiveCampaign
      • ActiveCampaign Blog
      • Developer Resources
      • Pre-Built Automation Recipes
      • Customer Stories
      • How We Compare
  • Platform
    The ActiveCampaign Platform
    • Pricing
    • Request Demo
    • Platform Features
      • Machine Learning
      • Services & Migration
      • Inbox Extension
      • AC for Mobile
      • Tools & Templates
    • Omni-Channel
      • Email
      • Pages
      • Messaging & Text
      • Conversations & Chat
      • Social Media
      • Web Personalization
      • WhatsApp
    • Partners
      • Become a Partner
      • Apps & Integrations
      • Consultants & Agencies
      • Developer Center
    • Pricing
    • Demo
    • Featured Integrations
      • Salesforce

        Sales

      • Shopify

        Ecommerce

      • WordPress

        CMS

      • See our 870+ integrations
  • Pricing
  • Login
  • Contact
  • Request demo
  • Try it free
  • Language
    • English
    • Deutsch
    • Español
    • Français
    • Italiano
    • Português
Help Center
  • Submit a request
  • Forums
  • Feedback
How can we help?

Stay informed about changes to the ActiveCampaign platform on our Release Updates page.

  1. ActiveCampaign Help Center
  2. CRM (Deals)

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
See all 11 articles

Use the CRM

  • Set a Cc or Bcc on a direct one-to-one sales email
  • How to bulk edit a Deal Owner
  • How to send a direct one-to-one email to a contact on a deal
  • An overview of Task Outcomes
  • Filtering and searching deal data
  • Send automated notifications to deal owners
See all 16 articles

Common Questions & Troubleshooting

  • Can I have tags appear on a Contact's record in Microsoft Dynamics 365?
  • Will 1:1 emails sent through a contact's profile or open deal sync with a connected email's "Sent" folder?
  • Why is the number of deals for the Deal Pipeline View different from the number in the Deal List View?
  • What is the Forecasted Close Date?
  • What user permissions are needed to add or edit Contact and Deal Scores?
  • A user can't see the "Add a Deal" button
See all 36 articles
Tell us how we're doing! Send us your feedback >
Can't find what you're looking for?
Let us help you right now!
Submit a request
Customer Experience Automation
  • Email Marketing Automation
  • Marketing Automation
  • CRM & Sales Automation
  • Service & Support
  • Pricing
Omni-Channel Marketing
  • Landing Pages
  • SMS
  • Conversations
  • Social Media
  • Web Personalization
Getting Started & Resources
  • Get Started
  • Community
  • Automation Recipes
  • Help Resources
  • Product Updates
  • Marketing Glossary
  • Blog
  • Events
Apps & Integrations
  • Become a Partner
  • Developer Center
  • Free Tools
  • Featured Apps:
  • Salesforce

  • Shopify

  • Wordpress

About ActiveCampaign
  • Contact Us
  • FAQ
  • Why ActiveCampaign
  • How We Compare
  • Customer Stories
  • Careers We're hiring!
  • Legal Center
  • Free Trial
  • English
  • Deutsch
  • Español
  • Français
  • Italiano
  • Português