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Automating Your Sales Processes

One of the advantages of having your CRM integrated so tightly with your marketing automation solution is that you can use the same marketing automation tools to streamline and power your sales processes. You can also seamlessly transition marketing leads to your sales processes as they are qualified.

Deals & CRM

Intro To Deals And Sales Automation

The Deals CRM is an elegant tool for managing your opportunities throughout the stages of your sales process. It's a flexible tool that can adapt and organize any internal process such as onboarding new customers, fulfilling orders, and more.
1
:59

Setting Up Your First Pipeline

Pipelines are made up of stages. Each stage is a step in a process. Our pipelines can be customized to add as many stages as you need.
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1:44

Connect Your Email Account to Deals

This video walks you through how to connect your IMAP email account to ActiveCampaign so that messages from contacts with open deals will automatically be brought in and attached to the Deal Record. All your communication will be consolidated and…
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1:32

Managing Your Workday With Deals

The Deals CRM makes it easy to stay organized as you move your deals through the stages of your pipeline. Tasks and automation allow you to work as efficiently as possible with your team to drive deals forward and shorten…
4
2:05

Automating Your Sales Processes

One of the advantages of having your CRM integrated so tightly with your marketing automation solution is that you can use the same marketing automation tools to streamline and power your sales processes. You can also seamlessly transition marketing leads…
5
1:50