View all deals

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How do I view all deals in my ActiveCampaign account?

ActiveCampaign provides a powerful feature to manage sales and deals, helping users track and organize their sales pipeline effectively. Viewing all deals is crucial for understanding the overall sales performance and ensuring that no opportunities are missed. In this article, you'll learn how to access the Deal List page, navigate through your deals, apply filters, and export data as needed.

Introduction

The ability to view all of your deals in ActiveCampaign is essential for sales teams and account managers. This feature allows users to access sales data and gain insights into the status of current deals, whether they are on track, lost, or won. Understanding your deals helps streamline communication with stakeholders and aids in making informed strategic decisions.

Why it matters

Viewing all deals helps you:

• Monitor sales performance across your account
• Identify deals that may need attention or follow-up
• Analyze trends and successfully convert leads into customers

How to access this feature

To access the Deal List page where you can view all deals:

1. Open your ActiveCampaign account. 2. Click on the Deals option located in the left menu.

This will direct you to the deals section where all your deals will be displayed.

Step-by-step instructions

Follow these steps to view all your deals:

1. Click on Deals in the left menu of your ActiveCampaign account.
2. Locate and click the hamburger icon (☰) on the top right of the Deals page.

The Deal List page will load, displaying all deals you have access to, sorted by Deal Title.

Using Filters

To make the most of your deal viewing experience, you can utilize filters to narrow down the displayed deals:

• **Applying Filters**: Click on the filter you wish to use and select from the options presented. An example would be filtering by deal status such as 'Open'.
• **Adding Additional Filters**: To further customize your view, click the Add a filter button, which will reveal a dropdown of additional filter options based on deal details such as title, description, value, or custom deal field value.

Once you've filtered your deals effectively, you can view the specific subset of deals that meet your criteria.

Configuration options and settings

While viewing and managing your deals, several configuration options come into play:

• Deal Title: The named identifier for each deal.
• Deal Status: Various statuses your deals may hold such as 'Open', 'Won', or 'Lost'.
• Deal Details: Additional information associated with each deal, such as description and value.
• Custom Deal Fields: User-defined fields that can be created for specific tracking needs.

These configuration options allow for extensive customization of your deal management according to your business needs.

Best practices and tips

• Regularly check the Deal List to stay updated on the status of all your current deals.
• Utilize filters to quickly access deals that need follow-up or are nearing deadlines.
• Export deals on a regular basis to keep detailed records and analyze performance trends over time.
• Encourage teamwork by sharing access to the deals among relevant stakeholders, making sure to assign permissions accurately.

Common use cases with examples

1. **Sales Team Management**: A sales manager can filter deals to view those that are currently in the 'Open' status and require follow-up, ensuring no opportunity is left behind. 2. **Performance Analysis**: By exporting deals to a CSV file, users can analyze trends over time, comparing the number of deals closed month-over-month. 3. **Project Management**: Teams can categorize deals using custom deal fields for specific projects or campaigns, streamlining their tracking and management.

Troubleshooting section

If you encounter issues while trying to view your deals, consider the following:

• **Permission Issues**: Non-admin users will only see deals they have permission to view. Ensure your permissions are set correctly.
• **Filter Not Working**: If your filters do not seem to work as expected, recheck the selected filter options to make certain they align with the deals you wish to view.
• **Page Not Loading**: If the Deal List page fails to load, try a page refresh or check your internet connection. If the problem persists, contact ActiveCampaign support for assistance.

Related features

For additional insights regarding sales management, consider checking out the following features:

• Pipeline Management: Understand how to manage different sales stages for your deals.
• Contact Management: Manage the contacts associated with your deals efficiently.

FAQ section

1. How can I filter deals by deal status?

To filter deals by status, simply click on the filter option and select the desired status like 'Open', 'Won', or 'Lost'.

2. Can non-admin users view all deals?

No, non-admin users can only see deals they have permission to access.

3. How do I export my deals?

After filtering your deals, you can export them to a CSV file by following the on-screen instructions provided on the Deal List page.

4. What happens if my deal status is set incorrectly?

Incorrect deal statuses may lead to confusion in your reporting and hinder effective follow-ups. Always double-check the deal status for accuracy.

5. How frequently should I update my deal information?

It is advisable to update your deal information regularly to ensure that all stakeholders have the latest insights into the sales pipeline.

6. Can I customize deal fields?

Yes, you can create custom deal fields to tailor your deal tracking to your business needs.

7. What do I do if I can't access the Deals section?

Ensure that your user role has the necessary permissions to view the Deals section; if issues persist, contact your account administrator.

By understanding how to effectively view and manage your deals within ActiveCampaign, you can enhance your sales processes and drive better business outcomes. ```