Getting started
- 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
- Connect your email account to Deals CRM
- Troubleshooting connected email accounts
- Managing Deal notifications
- Send automated notifications to deal owners
- How to use Deal Roles in ActiveCampaign
- Custom Deal Field Overview
- Filtering and searching deal data
- Using automations to manage your deals
- Deal Scoring in ActiveCampaign
- Win Probability: Predicting which deals are most likely to win
- Organization field
- How to restrict access to a pipeline in ActiveCampaign
- Sync tasks to your calendar with Calendar Feed