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== Configuration Options and Settings == When creating a deal, several fields need to be populated with relevant information: - '''Account''': The name of the business associated with the deal. - '''Contact Name or Email Address''': Specify the name or email of the individual related to the deal; they must be in your ActiveCampaign account. - '''Deal Description''': A summary providing important information about the deal. - '''Deal Owner''': A user account assigned to manage the deal. - '''Deal Title''': A short, descriptive title for the deal. - '''Deal Value and Currency''': Required field to define the value and currency of the deal, typically set to USD by default unless updated. - '''Forecasted Close Date''': An estimate of when the deal will be closed. - '''Pipeline''': The pipeline in which the deal will be placed, offering various stages of your sales process. - '''Stage''': The step in your sales process where the deal currently resides.
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