Active campaign deals

In the other view — where pipelines and their stages are horizontal — drag-and-drop capabilities allow you to effortlessly change the order of stages, as well as move deals from one stage to another. In that section, you can choose what information you want to see for all deals in that stage , as well as what corner of the deal card you want to see the data in. That feature is yet another example of the seemingly limitless customization available in ActiveCampaign. Manual deal creation is really easy to do on a small scale.

However, if your business is booming like we hope it is, manually creating deals is quite the undertaking.

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  • Update ActiveCampaign deals when Pipedrive deals are moved to a new stage.
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  • An Introduction to the Deals CRM!
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ActiveCampaign has the tools to automate the entire process. By adding a deal to the automation, you configure ActiveCampaign to automatically create deals for each contact that enters the automation; in one sense, deals are a way to record pipeline entry and all subsequent actions contacts take in the pipeline.

  1. An Introduction to Deals CRM.
  2. Why ActiveCampaign is awesome.
  3. Automate your CRM for free today.
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  6. Click the plus sign at the point in the automation where you want to add a deal. Inserting personalization tags configures the automation to not only create deals for each contact but also to assign personalized names to each deal. That way, every criteria-fulfilling contact in each pipeline is automatically represented as a uniquely-named deal. Once you have that information placed, click save and give yourself a pat on the back.

    Your deal creation is now automated! Personalization tags are a byproduct of custom fields. If you followed our migration guide , you should have created custom fields before importing your contacts to ActiveCampaign. Click the CRM button in the sidebar to get a drop-down list of actions. Fill in the information and click save. To help you get all that and more out of our CRM, we compiled a list of best practices. When understood and used properly, our CRM can be one of the most powerful assets of your business.

    ActiveCampaign integrations

    If you found this guide helpful, share it with someone who you think could use it. And of course, feel free to drop us a comment below!

    Introduction to the Deals CRM (26 of 30)

    In this foundational guide, we explain the CRM, discuss all it encompasses, and tell you how to get the most out of it. We explain the CRM, discuss all it encompasses, and tell you how to get the most out of it. For instance, you could create an automation that will send out a notification to your sales team to follow up with a lead once their deal reaches that score.

    Help Center. Submit a request Forums Feedback. Deal scoring is available on the following plans: Plus Professional Enterprise. In this article: What is a deal score? Uses for deal scoring How to create a deal score How to add or subtract repeating point values dynamic scoring Beginning automations based on scores. What is a deal score? Uses for Deal Scoring. Profile leads as they move through your pipeline. You can give any lead who enters your pipeline a deal score of points then set a rule to deduct points from that score if they are not progressing quickly enough through your stages.

    For instance, if you haven't heard from a lead in over 14 days, you can deduct points for every two days that your lead has not progressed. The less points your deal has, the less chance your sales team has of closing it. This will allow your team to focus on other high value deals. Find high value leads by summarizing lead scores. You can create a deal score that summarizes different lead scores in order to identify high value leads in your pipeline.

    Guide to ActiveCampaign Deals CRM for iOS

    For instance, you may want to create a deal score for a contact who is engaged with your communications, who lives in a certain geographical area, and who submitted an application on your site. You can create a deal score that summarizes that information for that lead.

    Find high value leads based on actions. You can create a deal score for any lead that enters that automation and notify your sales team. Searching deals by deal score will make it easy for your team to view high value deals at a glance. To search for deals by deal score, go to Deals then click "Add Filter. Sort deals by score in a specific stage.

    ActiveCampaign Review: How we Automate Sales, Marketing & More

    Sorting deals by deal score in a stage allows you to view deals in that specific stage in either ascending or descending order. To create a deal score: Click "Contacts" on the left-side menu. Please email app-feedback activecampaign. We look forward to building you a great app! Requires iOS Compatible with iPhone, iPad, and iPod touch. App Store Preview. This app is only available on the App Store for iOS devices. Screenshots iPhone iPad.

    Sep 30, Version 1.

    Filtering and searching deal data – ActiveCampaign Help Center

    This release includes several bug fixes and improvements. Size Category Business. Compatibility Requires iOS Price Free. Family Sharing With Family Sharing set up, up to six family members can use this app.

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