- 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