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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

  • About the ActiveCampaign Sales CRM Dashboard
  • Connect your email account to ActiveCampaign
  • Custom deal field overview
  • How to attach files to a Deal record
  • How to create a deal in ActiveCampaign
  • How to create a task
  • How to create and edit a pipeline in ActiveCampaign
  • How to create and edit a stage in ActiveCampaign
  • How to mark a Deal as Won or Lost
  • How to restrict access to a pipeline in ActiveCampaign
  • Import deals into ActiveCampaign
  • Managing Deal notifications
  • Understanding pipelines, stages, deals, and tasks
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