How to Get Started With the ActiveCampaign Deals CRM

2 Feb. 2023

Today, more and more businesses are choosing to use the ActiveCampaign Deals CRM to manage and track their customer relationships. With the help of this powerful CRM platform, you can quickly and easily set up and manage deals, pipelines, and other important customer data. 


Whether you’re a beginner or a seasoned CRM user, this tutorial will show you how to get started with the ActiveCampaign Deals CRM using Wild Mail.

Creating an Account.

First, make sure you have an account with ActiveCampaign with a Sales Plan that allow you to have CRM features.  If you don't already have one, you can create an account with 14 days trial.

Create a pipeline in ActiveCampaign

Creating a pipeline in the ActiveCampaign Deals CRM is the first step in taking control of your sales process. 


With a pipeline, you can organize and manage your deals from start to finish. You can customize the stages of your pipeline to match your particular sales process and include additional fields to track important information. Plus, you can set automated triggers to help you move deals through your pipeline quickly and efficiently. 


🚨 You can create different pipelines to keep your products or service separately, in different sales process


Go over CRM and click over create a pipeline:


Create each stage in your pipeline

Once you have created your pipeline in the ActiveCampaign Deals CRM, you can start adding the stages that will make up your sales process. 


Each stage is a step in your funnel process. Remember this all the time.. 


You can customize each stage to your particular needs and add additional fields to track important information. Once you have set up all the stages of your pipeline, you can create deals and assign them to the appropriate stages. You can also set up automated triggers to help you move deals through your pipeline quickly and efficiently. 


Add deals in ActiveCampaign

Once you have created your stages, you are ready to add deals in the ActiveCampaign CRM. Adding deals is a simple process and can be done in just a few steps.


To add a new deal, click the "Add a deal" in the button below of each stage. You will be presented with a form to fill out with the relevant information. Fill out the form and click "Create" to add the new deal.


Once you have added the deal, it will appear in the list of deals for the stages from your pipeline. You can move them between each steps, mark as wind or lost, also add more deals if needed.

Create CRM automations in ActiveCampaign

Once you have put your pipeline in place and added deals to ActiveCampaign CRM, you can begin to create automations. Automations enable you to streamline processes and make your workflow more efficient. You can set up triggers that will automatically move deals through your pipeline, send notifications, and more. Furthermore, you can set up automations to send follow-up emails or schedule tasks for yourself and your team. 


If you want to learn more about the CRM automations, check our article How to create an automation in ActiveCampaign.


With automations, you can easily optimize your workflow and ensure that no important deals slip through the cracks. Set up automated notifications to stay on top of your pipeline and ensure that deals are progressing in the right direction

What is Wild Mail?

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