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Stay informed about changes to the ActiveCampaign platform on our Release Updates page.

  1. ActiveCampaign Help Center
  2. CRM (Deals)
  3. Get Started with the CRM

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
  • How to mark a Deal as Won or Lost
  • Managing Deal notifications
  • How to restrict access to a pipeline in ActiveCampaign
  • Connect your email account
  • Custom deal field overview
  • Import deals into ActiveCampaign
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