Create a deal

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How to create a deal in ActiveCampaign

Introduction

Creating a deal in ActiveCampaign is an essential part of managing your sales process. A deal represents a potential sale or opportunity that you are tracking within your pipeline. Each deal can be associated with various contacts and accounts, allowing you to maintain detailed records that can drive your business forward. Understanding how to effectively create and manage deals is crucial for maximizing your sales strategy.

This article will guide you through the process of creating a deal, provide tips and best practices to enhance your usage, and answer common questions you may have regarding this feature.

How to Access the Feature

To create a deal in ActiveCampaign, access the feature via the CRM section. You can choose to create a deal from a pipeline, a contact’s profile page, an automation, for an account, or from the Conversations inbox.

Step-by-Step Instructions

Creating a deal can be accomplished in several ways within ActiveCampaign:

Creating a Deal from a Pipeline

1. Click Deals on the left menu. 2. Click the pipeline dropdown to select the desired pipeline. 3. Decide which stage you want to add a deal to and click Add a Deal. You can also click the Add a deal button at the top of the page. 4. The Add a New Deal window will open. Complete the required fields including the deal title, value, and forecasted close date. 5. Click the Add Deal button when finished.

The new deal will be added to your selected pipeline.

Creating a Deal from a Contact's Profile Page

1. Click Contacts on the left menu. 2. Locate the contact for whom you wish to create a deal and click their name to open their profile record. 3. Click the Deals tab next to the Personal Info tab. 4. Click the Add a deal button. 5. A Add a New Deal modal will open. Complete the required fields listed in the modal. 6. When finished, click the Add Deal button.

The deal will appear in the deal page for the contact.

Creating a Deal Using an Automation Action

1. Click Automations on the left menu. 2. Locate the automation where you want to add a Add a Deal action, and click the Edit button. 3. The automation builder will open. Click CRM on the right menu, then drag the Add a Deal action into your automation. 4. An Add a Deal modal will open. Type in the Deal Title and Deal Value. Select the currency, pipeline, stage, and owner. 5. Click the Save button when finished.

Any contact encountering this step in your automation will have a deal created with the information provided.

Creating a Deal for an Account

1. Click Contacts > Accounts on the left menu. 2. Select the account you wish to add a deal to. 3. The account details page will open. Click Add Deal in the Deals widget. 4. An Add deal modal will open. Complete the required fields. 5. When finished, click the Add Deal button.

The deal will be added to the selected pipeline and will appear in the Deals widget on the Account Details page.

Creating a Deal from a Conversation

To create deals directly from Conversations (note that Conversations is no longer available for purchase to new customers as of January 3, 2023): 1. Click the Add a Deal option on the right-side panel of the Conversations Unified Inbox. 2. An Add a New Deal modal will open. Complete the fields located in the modal. 3. Click the Add Deal button when finished.

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.

Best Practices and Tips

- **Be Descriptive**: Use descriptive titles and summaries in your deals to make it easier for team members to understand deal status at a glance. - **Keep it Updated**: Regularly update deal stages and values to ensure everyone on your team has the latest information. - **Use Automation**: Automate the creation of deals through your workflow to save time and reduce manual data entry. - **Forecast Effectively**: Utilize the Forecasted Close Date to help manage your pipeline and project potential future revenue.

Troubleshooting

- **Deal Not Saving**: Ensure all required fields are populated correctly and verify that the provided contact email is valid and exists in your ActiveCampaign account. - **Missing Accounts or Contacts**: If you cannot find an account or contact when creating a deal, make sure to enter the name or email accurately. Click the Create button to add new entries if necessary.

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. ```