CRM (Deals)

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

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Use the CRM

• How to send one-to-one emails to any contact on a Deal
• Filtering and searching deal data
• Send automated notifications to deal owners
• How to use Deal Roles in ActiveCampaign
• Using automations to manage your deals
• Use sentiment analysis with deal emails

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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?

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