How To Use Deals In ActiveCampaign

How To Use Deals In ActiveCampaign

1. Log In: Access your ActiveCampaign account.
2. Navigate to Deals: Click on the "Deals" tab in the main menu.
3. Create a Deal: Click on the "Add Deal" button to start a new deal.
4. Fill in Details: Enter the deal name, value, and other relevant information.
5. Select Pipeline: Choose the appropriate pipeline for your deal.
6. Assign to a Contact: Link the deal to a specific contact or company.
7. Set Stages: Move the deal through different stages as it progresses.
8. Add Notes: Include any important notes or updates related to the deal.
9. Track Progress: Monitor the deal's status and make adjustments as needed.
10. Close the Deal: Mark the deal as won or lost when it's finalized.