How To Get Pipeline Info In ActiveCampaign

How To Get Pipeline Info In ActiveCampaign

  1. Log In: Access your ActiveCampaign account.
  2. Navigate to Deals: Click on the "Deals" tab in the main menu.
  3. Select Pipeline: Choose the specific pipeline you want to view.
  4. View Stages: Check the different stages of the pipeline.
  5. Analyze Deals: Look at the deals listed under each stage.
  6. Filter Options: Use filters to narrow down your view if needed.
  7. Export Data: Export pipeline info if you need a report.