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How to manage your sales pipeline in ActiveCampaign

In ActiveCampaign, new leads and opportunities are managed in our Deals CRM.  

Watch this short video excerpt from our Getting Started with ActiveCampaign course to learn how to manage your sales process in ActiveCampaign.

Key takeaways:

  • In our Deals CRM, a “deal” represents an opportunity or lead. A deal must be tied to at least one contact, and contacts can be associated with multiple deals.
  • A pipeline represents your sales process, or the defined set of steps you employ to turn a lead into a customer.
  • Stages in a pipeline represent the defined steps in your sales process.

Click here to enroll and view the entire Getting Started with ActiveCampaign course. It’s free!