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  1. ActiveCampaign Help Center
  2. CRM
  3. Getting Started

Getting Started

Follow New articles New articles and comments
  • Understanding pipelines, stages, deals, and tasks
  • How to create and edit a pipeline 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
  • How to create and edit a stage in ActiveCampaign
  • Filtering and searching deal data
  • Custom Deal Field Overview
  • 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
  • Use sentiment analysis with deal emails
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