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
- How to attach files to a deal record
- 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
Use the CRM
- Set a Cc or Bcc on a direct one-to-one sales email
- How to bulk edit Deals
- Send a direct one-to-one email from a deal record
- An overview of Task Outcomes
- Filtering and searching deal data
- Send automated notifications to deal owners
Common Questions & Troubleshooting
- Will one-to-one 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
- Connected Deals email has a "partial" status