Learn the building blocks of the ActiveCampaign CRM to create and manage pipelines, track opportunities, build relationships with your leads and customers, and more.
- 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
- 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?