Brian Cliette

Maximizing Efficiency: A Step-by-Step Guide to Using Deals in ActiveCampaign

You’re looking to supercharge your sales process, aren’t you? Well, you’re in luck! ActiveCampaign’s Deals feature is just the tool you need. It’s designed to streamline your sales pipeline and manage your leads more efficiently.

If you’re new to ActiveCampaign, you might be wondering what Deals are. Simply put, they’re a way to track potential sales or engagements from start to finish. They help you keep tabs on every stage of your customer’s journey, ensuring nothing slips through the cracks.

What are Deals in ActiveCampaign?

When you hear “Deals” in ActiveCampaign, it’s all about effectively managing your sales pipeline. Deals represent potential sales or engagements with your customers. They can be anything from a promising call with a lead to a multi-stage contract discussion.

These Deals play a crucial role in tracking potential sales from inception to closure, providing an overview of every step in the customer’s journey. They help you pinpoint where the customer is in your sales cycle. Are they aware of your product but haven’t decided yet? Are they weighing their options? Or are they on the verge of making a purchase?

A deal in ActiveCampaign is associated with a specific pipeline and stage within the pipeline, giving you a clear picture of your sales progression. For instance, your deal might be in the “Proposal Presented” stage in the “Sales Pipeline”. Or it might be in the “Final Review” stage in the “Contract Negotiation Pipeline”.

The deals feature in ActiveCampaign focuses on keeping your leads, opportunities, and sales organized. Every interaction, every lead, and every opportunity is stored and arranged in the Deals CRM (Customer Relationship Management) system.

It’s essential to know that deals are not meant to be static. As the interaction with a lead develops, you can move the deal from one stage to another in your pipeline. The objective is to move the deal towards the closing stage.

Aside from tracking, the Deals tool in ActiveCampaign also aids in task management. You can assign tasks related to each deal, set reminders for follow-ups, and create automatic events when a deal moves from one stage to another.

Why is this important? By using the Deals system in ActiveCampaign, you’d gain a multifold improvement in your sales process. This could lead to better customer engagement, more streamlined sales processes, and ultimately more revenue. So dive in, start exploring the amazing features of the ActiveCampaign Deals.

Why should you use Deals?

Well, you may wonder, “Why should I use ActiveCampaign’s Deals feature?” To put simply, Deals streamline your sales processes and offer an unparalleled level of organization, which results in more efficient sales progress tracking and improved customer engagement.

Picture this: instead of juggling a dozen sales-related tasks scattering across various platforms, you have a central hub where all these tasks not only exist together, but interact in a cohesive, visual, and adaptable system. That’s what Deals provide. It’s the high level of organization and efficiency that gives Deals feature its true power.

Each Deal you create in ActiveCampaign directly corresponds to potential sales or customer engagement. It’s attached to specific pipelines and stages within these pipelines, offering a crystal clear image of exactly where a sale stands at any given moment. This means you’re no longer guessing about the status of a potential sale – you’ll know.

But let’s consider organization for a moment. ActiveCampaign’s Deals feature organizes leads, opportunities, and sales within its CRM system. This organization isn’t merely surface level; it’s deep, meaningful, and purposeful. With Deals, you can easily transfer deals between stages, manage tasks, and even automate certain processes.

  • Assign tasks
  • Set reminders
  • Create automated events

The task management features foster not only a smooth workflow but also a more engaged team. The shared visual representation of sales progression promotes collective involvement and helps everyone stay on the same page.

Additionally, by utilizing Deals, you get a boost in customer engagement and revenue. By keeping everything in one place, you can focus your energy on the things that truly matter – forging strong customer relationships and closing those crucial sales. Beyond organization, Deals promote engagement and revenue growth.

Rest assured, harnessing the power of Deals won’t just transform your sales pipeline. It’s a game-changer across the board.

However, how to effectively use this Deals feature in ActiveCampaign for your business advantage? Well, let’s navigate to the next part and find out together.

Setting Up Deals in ActiveCampaign

After understanding the essence and potential of ActiveCampaign’s Deals feature, it’s time to grasp how to identify, track, and organize them efficiently. Setting up Deals in your ActiveCampaign CRM doesn’t require expertise, and once you get the hang of it, you’ll witness remarkable improvements in your sales progress monitoring and customer engagement.

First, navigate to the Deals section in your ActiveCampaign account and choose to Add a Deal. Upon clicking, you’ll enter the primary details of the deal which include the title, value, pipeline, stage, owner, and expected close date. Remember, each detail plays a vital role in better tracking and managing your deals across the sales cycle.

Once the primary details are added, click on Save and View to proceed further. In the next screen, you’d see a detailed overview of the deal you’ve just set up. It has every aspect of your deal from activities, to stages, to emails and contacts associated with the deal.

But don’t limit yourself to just adding and viewing deals. ActiveCampaign’s Deals feature is much more than that. It allows you to conveniently add tasks related to the deal directly from the deal overview page.

  • Click on “Add a task”
  • Choose the task type and due date
  • Assign it to a user
  • Add a description if needed

You can also link the newly created deals to relevant campaigns or contacts within your account. Your customized pipelines and stages allow you to move your deal from one stage to another, ensuring effective monitoring of sales progress.

In a short time, you’ll notice the transparency this feature brings to your sales process. Tracking tasks, associating contacts and other details becomes a cakewalk with ActiveCampaign’s Deals feature. And remember, the more organized your sales process is, the better your customer engagement and revenues.

Steering your business capabilities with ActiveCampaign’s Deals feature allows you to capitalize on its strategic organization and efficiency. If you’re aiming for a simplified yet high-performing sales process, understanding and actively employing this feature is the way to go.

How to Create and Manage Deals

Successfully managing your sales process requires a system that allows for easy organizing and tracking. ActiveCampaign’s Deals feature is just the tool you need. It’s designed to enhance customer engagement and increase revenue. Let’s dive into how you can create and manage deals effectively.

When creating a deal, start by clicking on “Add a deal” button on your dashboard. Enter relevant information including deal title, value, and stage. Remember that the more information you provide here, the easier it will be to manage and track the deal.

Next, you’ll want to add tasks. Keep on top of important actions by adding tasks relevant to your deal. Simply press “Add task” and fill in the task’s details. These details might include the task’s name, due date, and related deals or contacts. This feature proves helpful in keeping a clear overview of what needs to be done and when.

Let’s move to linking deals. ActiveCampaign provides a field labeled “Link deals”, where you can associate specific campaigns or contacts to a deal. This aids in enriching your relationship with contacts and tailoring your campaigns accordingly.

Progressing deals through different stages is a crucial part of the sales process. To move a deal to another stage, just drag and drop it within the pipeline. This ability to manipulate the stage of a deal provides you a dynamic representation of your sales process, which is nifty for analysis and strategy.

Let’s have a quick overview of the process:

Steps Action
Step 1 Click “Add a deal” and fill in details
Step 2 Press “Add task” and enter task information
Step 3 Use “Link deals” to associate contacts or campaigns
Step 4 Drag and drop deal to manage stages

Applying this methodical approach to creating and managing deals provides a well-organized sales process. You’ll be able to keep tabs on your team’s productivity while also ensuring that potential revenue opportunities are not overlooked – all thanks to the ActiveCampaign Deals feature.

Best Practices for Using Deals

Delving deeper into the intricate process of deal management, there are certain best practices that can make your experience with ActiveCampaign’s Deals feature not just more efficient, but seamless.

First, ensure all information relating to a deal is updated and accurate. If you’re in an active sales process, updating deal details as frequently as possible should be your go-to mantra. Failing to update deal information may lead to confusion and hinder the progression of sales processes.

It’s also imperative to keep track of movement across various deal stages. This helps evaluate the effectiveness of your sales procedures. Remember, monitoring deal progress in real time can help nip any potential issues in the bud, saving you from future headaches.

Establishing a direct link between deals and relevant campaigns or contacts is another crucial process. This makes it easy for you to navigate the labyrinth of sales information within ActiveCampaign. Moreover, it aids in streamlining communication and enhancing customer engagement.

Remember to:

  • Routinely update all deal details
  • Monitor real-time deal progression
  • Link deals to relevant campaigns and contacts

Another valuable practice is to break down your larger tasks into manageable sub-tasks within the deal. This approach can positively influence both productivity and efficiency. By breaking down tasks, you’re able to have a clearer, more defined path to the finish line, which can be extremely beneficial especially in complex deals.


You’ve got the power to transform your sales process with ActiveCampaign’s Deals feature. It’s not just about creating deals, but using them strategically to boost customer engagement and drive revenue. By keeping your deal information up-to-date, monitoring progress in real time, and linking deals to relevant campaigns and contacts, you’re setting yourself up for success. Breaking down larger tasks into manageable sub-tasks can also enhance productivity. So, get organized, get efficient, and get the most out of your ActiveCampaign Deals. You’re well on your way to mastering this powerful tool.

Frequently Asked Questions

What is ActiveCampaign’s Deals feature?

ActiveCampaign’s Deals feature provides an efficient and organized method for managing sales processes. It helps to improve productivity, customer engagement, and revenue.

How do I set up the Deals feature in ActiveCampaign?

To set up the Deals feature, start by accessing ActiveCampaign’s platform, navigate to the Deals section, and follow the step-by-step guide provided in the article.

Why is the Deals feature important?

The Deals feature centralizes and simplifies sales processes, which aids efficiency and organization. Increased customer engagement and revenue are also potential benefits.

What are some best practices when using the Deals feature?

Best practices when using the Deals feature include regularly updating deal information, monitoring progress in real time, linking deals to relevant campaigns and contacts, and delegating larger tasks into smaller, manageable ones.

How does the Deals feature impact customer engagement?

The Deals feature enhances customer engagement by ensuring each prospective customer is tracked appropriately, and no sales opportunity is missed or forgotten, thereby improving the overall customer journey.

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About me

My name is Brian Cliette; I help brands and entrepreneurs find sustainable paths to sales growth on the social internet.

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