Editing
Create a deal
(section)
Jump to navigation
Jump to search
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
== FAQ == === 1. What are the requirements for creating a deal in ActiveCampaign? === You need to have a valid account, and the deal must have a contact associated with it. Also, ensure that all required fields (like deal title, value, etc.) are completed. === 2. Can I create a deal without a contact? === Typically, deals are associated with a contact. However, deals can also be created for accounts directly, which does not require a contact. === 3. How can I automate deal creation? === You can use Automation actions to create deals for contacts as they encounter specific triggers in your workflows. === 4. Is it possible to edit existing deals? === Yes, you can edit details of existing deals by opening the deal from your pipeline or the corresponding contact/account page and making necessary changes. === 5. What happens if I forget to fill in the required fields? === ActiveCampaign will prompt you to fill in any required fields before allowing you to save the deal. === 6. Can I change the currency for a deal? === Yes, you can specify a different currency for each deal by selecting it in the '''Deal Value and Currency''' field. === 7. How do I track the progress of deals? === You can track deals through your pipeline and use the '''Forecasted Close Date''' to visualize potential revenue flow over time. For further information and resources, please refer to the official ActiveCampaign documentation. ```
Summary:
Please note that all contributions to Activepedia may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see
Activepedia:Copyrights
for details).
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
Navigation menu
Personal tools
Not logged in
Talk
Contributions
Create account
Log in
Namespaces
Page
Discussion
English
Views
Read
Edit
Edit source
View history
More
Search
Navigation
Main page
Recent changes
Random page
Help about MediaWiki
Tools
What links here
Related changes
Special pages
Page information