Create a deal

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How do I create a deal during a conversation?

Creating a deal during a conversation is an essential feature of ActiveCampaign that empowers agents to handle known visitors effectively. This tool is particularly beneficial in enhancing customer engagement and streamlining sales processes. By allowing agents to initiate deals right while conversing, it ensures that potential opportunities are not missed and can be acted upon promptly. This article outlines how to create a deal within a conversation, providing detailed steps, configuration options, best practices, and frequently asked questions.

Introduction

In ActiveCampaign, the ability to create deals during conversations gives agents a powerful tool to manage potential sales effectively. It consolidates conversation history and deal management into one platform, making it easier to keep track of customer interactions. This feature is primarily available to agents assigned a Conversations seat, which allows them to facilitate the deal creation process while communicating with visitors.

How to access this feature

To begin creating a deal during a conversation, you must be logged into your ActiveCampaign account. Ensure you have the necessary permissions, as only agents can create deals. After logging in, navigate to the visitor detail pane while having an active conversation with a known visitor.

Step-by-step instructions

Follow these steps to create a deal during a conversation:

1. In the visitor detail pane, locate and click the Add a Deal option.

  ![Add a Deal](https://help.activecampaign.com/system/photos/360078964759/_DSC5836_Sarah.jpg)

2. A modal window will open once you click the option. Fill in the required fields within this modal window. These fields may include deal name, value, stage, and other pertinent information related to the deal you wish to create.

3. After you have completed the necessary fields, click the Add Deal button to finalize the creation of the deal.

  ![Add Deal Button](https://help.activecampaign.com/system/photos/360078964759/_DSC5836_Sarah.jpg)

By following these instructions, you can efficiently create a deal that tracks customer interactions and progresses through the sales pipeline.

Configuration options and settings

While configuring a deal during a conversation, you will interact with several key elements within the modal window: - **Deal Name**: The title of the deal. - **Value**: The monetary value associated with the deal. - **Deal Stage**: A selection of the current stage of the deal within your sales pipeline.

Ensure all fields are filled out accurately to facilitate smooth tracking and management of the deal.

Best practices and tips

To optimize the deal creation process during conversations, adhere to the following best practices: - **Be Prompt**: Whenever you identify a potential deal during a conversation, create it immediately to ensure no details are forgotten. - **Use Clear Deal Names**: Choose descriptive names that encapsulate the essence of the deal, making it easily identifiable for future reference. - **Educate Your Team**: Ensure all agents are aware of this feature and trained on how to use it effectively.

Implementing these practices helps in maintaining order and efficiency when managing deals.

Troubleshooting

If you encounter issues when trying to create a deal during a conversation, consider the following troubleshooting steps: - **Check Your Role Permission**: Ensure you are assigned as an agent with the Conversations seat. Users with 'View Only' role permission cannot create deals. - **Refresh the Page**: If the Add a Deal option does not appear, try refreshing the conversation window to reload the interface. - **Clear Cache and Cookies**: Sometimes user interface problems can arise from cached files; clearing your browser’s cache and cookies can resolve these issues.

Related features

While creating a deal is critical during conversations, other related features might enhance your experience: - Automation – Automate repetitive tasks and streamline workflows. - Contact Management – Manage and segment your contacts for targeted conversations. - CRM Features – Utilize complete CRM features to manage your customer relationships effectively.

FAQ

Here are some frequently asked questions regarding creating deals during a conversation:

1. Can all users create deals during conversations?

No, only agents with a Conversations seat can create deals. Users with 'View Only' permission do not have the ability to create deals.

1. What happens if I forget to fill in a field while creating a deal?

The modal will typically prompt you to complete all mandatory fields before allowing you to proceed with the creation of the deal.

1. Is there a limit on how many deals I can create for a single visitor?

There is no specific limit on the number of deals you can create for a single visitor; however, it’s best to manage them logically to avoid confusion.

1. Can I edit deal information after creation?

It is not possible to edit deal information from the visitor detail pane, but you can click on the deal to open it in a new tab for editing.

1. What types of deals can I create?

You can create different types of deals based on your business needs, including specifying the value, stage, and any additional relevant fields.

By utilizing this comprehensive guide, you can effectively leverage the 'Create a Deal' feature during conversations to manage your customer interactions and sales processes efficiently. ```