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
- How to import Deals from a CSV file
- Connect your email account to Deals CRM
- Managing Deal notifications
- How to restrict access to a pipeline in ActiveCampaign
- Custom Deal Field Overview