How to Create Deals with ActiveCampaign (Step-by-Step)

15 Feb. 2023

ActiveCampaign is a powerful marketing automation tool that can help businesses automate their sales processes and increase their revenue. One of the key features of ActiveCampaign is the ability to create deals, which allow businesses to track their sales pipeline and close more deals.


To create deals with ActiveCampaign, you first need to have a sales plan. This plan will outline your sales goals and the steps you need to take to achieve them. Once you have your sales plan in place, you can start creating deals with ActiveCampaign.


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Understanding the Sales Process in ActiveCampaign

Before you can create a deal, you need to have created a funnel in ActiveCampaign. A funnel is a series of steps that a customer goes through before they make a purchase. Each step of the funnel is designed to move the customer closer to making a purchase. For example, the first step of your funnel might be to get a customer to sign up for your email list, while the next step might be to get them to download a free report or watch a video.


Once you have your funnel in place, you need to create stages within your funnel. Each stage represents a different step in the customer journey, and each stage should have its own unique set of actions and goals. For example, the first stage of your funnel might be to capture leads, while the second stage might be to nurture those leads with targeted content.


If you don't have a funnel, learn how to use the ActiveCampaign CRM.

Creating deals with ActiveCampaign

Once you have your stages in place, you can start creating deals within each stage. Each deal represents a potential sale, and you can track the progress of each deal through the different stages of your funnel. To create a deal, simply click on the "Add Deal" button within the stage where you want to create the deal.


When you create a deal, you will need to enter some basic information, such as the name of the deal, the amount of the deal, and the expected close date. You can also add additional information, such as the contact associated with the deal, any notes you want to make, and any custom fields you have created.


Once you have created a deal, you can start tracking its progress through your funnel. You can see how many deals are in each stage of your funnel, and you can see how many deals have been won or lost. You can also use ActiveCampaign's reporting tools to analyze your sales pipeline and identify areas where you can improve your sales process.


In order to effectively use deals in ActiveCampaign, it's important to have a clear understanding of your sales process and the steps that a customer goes through before making a purchase. 


By creating a sales plan, a funnel, and stages within your funnel, you can create a clear roadmap for your sales team and ensure that everyone is working towards the same goals.


Learn more with our tutorial ⬇️.

In conclusion, creating deals in ActiveCampaign is a simple and effective way to track your sales pipeline and close more deals. By following the steps outlined in this article, you can create a powerful sales process that will help you achieve your sales goals and grow your business.

3 ways to use deals with ActiveCampaign to track your sales process

1. Identify Bottlenecks in Your Sales Process

One of the biggest advantages of using deals in ActiveCampaign is the ability to identify bottlenecks in your sales process. By tracking the progress of each deal through your funnel, you can quickly see which deals are stalled at a particular stage and take action to move them forward. For example, if you have a lot of deals stuck in the "Proposal" stage of your funnel, you may need to revisit your proposals and make them more compelling or easier for your customers to understand.


2. Measure the Effectiveness of Your Sales Team

Another way to use deals in ActiveCampaign is to measure the effectiveness of your sales team. By tracking the progress of each deal through your funnel, you can see which sales team members are closing the most deals and which ones may need additional training or support. You can also use the data from your deals to identify patterns or trends in your sales process and make changes to improve the overall effectiveness of your sales team.


3. Automate Your Sales Process

Finally, you can use deals in ActiveCampaign to automate your sales process. By setting up automations based on the stage of each deal, you can take actions to move potential customers closer to making a purchase. For example, you could set up an automation to send a follow-up email to customers who have been in the "Lead" stage of your funnel for more than a week. This can help keep your business top of mind for potential customers and increase the likelihood of them making a purchase.

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