Common Questions
- How do I import a list of Deals?
- How do I export Deals?
- How do I automatically move a deal from one stage to another?
- How do I assign tasks?
- How do I see all tasks assigned to me?
- How long does Deal Scoring take?
- Do I need to have an email address for all contacts?
- How do I select a currency for my deals?
- How do I display Win Probability values on a pipeline?
- How do I see the Win Probability value for a deal?
- How do I sort deals by their Win Probability value?
- How do I enable Round Robin Deal assignment?
- What is the difference between the ActiveCampaign Chrome extension and connecting my email account to Deals?
- Can I add a custom field to a deal?
- How do I attach files to a deal or contact?
- How do I send an automation email from a Deal Owner?
- How do I trigger an automation to run when a task is completed?
- How do I use a webhook to create a list of contacts with completed deal tasks?
- How do I calculate the amount of time a lead was in a stage?
- Will calendar feed work with my calendar?
- How to add a calendar feed to your Apple calendar
- Will my task alerts get added to my calendar with Calendar Feed?
- Will updates show in my calendar if I edit my calendar feed?
- How to add a calendar feed to your Outlook calendar
- How to add a calendar feed to your Google calendar