How to Use Deals in ActiveCampaign

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Deals allow you to track and manage the progress of potential sales or projects through different stages, typically represented as a pipeline. Here's how you can use deals in ActiveCampaign:

1. Click 'Deals' on the left menu in your ActiveCampaign Dashboard.
2. Click on 'Add a pipeline' to create a pipeline.
3. Type your pipeline name and click 'Add'.
4. When you have your pipeline, click the 'Add a deal' button in the stage phase you need to add a new deal. You can start adding deals for each stage in your pipeline.
5. Give a title to your deal.
6. Give your deal a value in USD or whatever currency your deal applies to.
7. Select which pipeline the deal is going to be running on. In this case is the pipeline we just created.
8. Select in what stage of the pipeline the deal is going to be in.
9. Choose the deal owner. This must be the person from your team who will be in charge of the deal.
10. Choose the 'forecasted close date' in which this deal should be closed.
11. Describe the deal you and your team will be paying attention to.
12. Enter the contact for which this deal applies.
13. Select an account if that contact belongs to a company.
14. Select the 'Add' option to add an account.
15. Click 'Add Deal'.