Skip to main content
How can we help?

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

  1. ActiveCampaign Help Center
  2. CRM (Deals)
  3. Use the CRM

Use the CRM

  • An overview of Task Outcomes
  • Deal Scoring in ActiveCampaign
  • Export deals from ActiveCampaign
  • Filtering and searching deal data
  • How to attach files to a 1:1 email
  • How to bulk edit Deals
  • How to move a deal to a contact
  • How to use Deal Roles in ActiveCampaign
  • Send a direct 1:1 email from a deal record
  • Send automated notifications to deal owners
  • Set a Cc or Bcc on a 1:1 email
  • Sync tasks to your calendar with Calendar Feed
  • Use sentiment analysis with deal emails
  • Using automations to manage your deals
  • Win Probability: Predicting which deals are most likely to win
Tell us how we're doing! Send us your feedback >
Can't find what you're looking for?
Let us help you right now!
Submit a request