⏱️ Time to Complete: 10 minutes 🔰 Difficulty Level: Beginner-Friendly
Tired of deals slipping through the cracks? Creating and managing deals in ActiveCampaign can transform your sales process from chaotic to controlled. In this comprehensive guide, you’ll learn exactly how to set up, and Create a Deal in ActiveCampaign to close more sales efficiently.
What You’ll Learn
- Create and customize deals in ActiveCampaign
- Set up time-saving automations
- Track and manage your sales pipeline effectively
- Use best practices for higher conversion rates
Quick Guide (Create a Deal in ActiveCampaign)
- Navigate to “Deals” in your ActiveCampaign dashboard
- Click the “+ New Deal” button
- Fill in deal details (title, value, pipeline, stage)
- Add contact information
- Set custom fields
- Click “Create Deal” to save
Why This Matters: Setting up deals correctly from the start helps you track opportunities better, forecast more accurately, and close deals faster. Companies using ActiveCampaign’s deal management typically see a 27% improvement in sales workflow efficiency.
Prerequisites
Before creating your first deal in ActiveCampaign, ensure you have:
- An ActiveCampaign account with CRM access
- Proper user permissions
- Your sales pipeline set up (we’ll show you how if you haven’t)
💡 Pro Tip: Start your 14-day free trial of ActiveCampaign to follow along with this guide and transform your sales process today.
Detailed Step-by-Step Process
1. Accessing the Deals Pipeline
- Log into your ActiveCampaign account
- Click on “Deals” in the left navigation menu
- Select your desired pipeline (or create a new one)
Why This Matters: Having the right pipeline setup ensures your deals flow smoothly from start to close, giving you a clear view of your sales process at every stage.
2. Creating a New Deal
Method Comparison
FeatureQuick CreateDetailed CreateSpeed⚡ Fastest optionTakes more timeData FieldsBasic fields onlyAll available fieldsCustom FieldsLimited accessFull accessContact CreationBasic detailsComplete profileAutomation TriggersBasicAdvancedBest ForSimple deals, quick entriesComplex deals, detailed tracking
Method 1: Quick Create (Perfect for Simple Deals)
- Click the “+ New Deal” button in the top right
- Fill in these essential fields:
- Deal Title (Example: “Acme Corp – Enterprise Plan”)
- Deal Value
- Pipeline
- Stage
- Contact
- Owner
Why Use Quick Create: Perfect for straightforward deals when you need to capture basic information quickly. Ideal for high-volume, similar-type deals.
Method 2: Detailed Create (Recommended for Better Tracking)
- Click “Create Deal” and select “Detailed View”
- Complete all standard fields:
- Deal Title: “[Company Name] – [Product/Service] – [Deal Size]”
- Deal Value: Enter the potential revenue
- Currency: Select appropriate currency
- Owner: Assign to team member
- Pipeline: Choose relevant pipeline
- Stage: Select current stage
Why Use Detailed Create: Capture comprehensive deal information upfront for better forecasting and team collaboration. Companies using detailed deal creation report 35% more accurate sales forecasts.
🎯 Ready to streamline your deal management? Start your free ActiveCampaign trial and implement these strategies today.
3. Customizing Deal Fields
These custom fields help you track crucial information for better decision-making:
Custom FieldPurposeImpactProbability %Track likelihood of closingBetter forecastingExpected Close DateSet timeline expectationsImproved planningDeal SourceTrack lead originMarketing ROI analysisNext Action DateSchedule follow-upsNo missed opportunities
Best Practice Template:
CopyDeal Title: [Company Name] - [Product Type] - [Deal Size]
Example: "Acme Corp - Enterprise CRM - $50K Annual"
4. Setting Up Time-Saving Automations
Transform your deal management with these powerful automation examples:
1. New Deal Stage Notification
- Trigger: Deal moves to “Negotiation” stage
- Action: Notify sales manager
- Benefit: Ensures timely support for critical deals
2. Deal Value Alert
- Trigger: Deal value > $10,000
- Action: Add high-priority tag, notify senior sales rep
- Benefit: Give extra attention to high-value opportunities
3. Stagnant Deal Follow-up
- Trigger: No activity for 7 days
- Action: Send reminder to deal owner
- Benefit: Prevent deals from falling through the cracks
[Previous sections continue with enhanced benefits and examples…]
Ready to Transform Your Sales Process?
Don’t let another deal slip through the cracks. With ActiveCampaign’s powerful deal management system, you’ll:
- Close more deals with automated follow-ups
- Never miss an opportunity with smart notifications
- Track and forecast sales with precision
- Collaborate seamlessly with your team
Try ActiveCampaign Free for 14 Days and see why thousands of businesses trust us to manage their sales pipeline.
Note: This guide is regularly updated to reflect ActiveCampaign’s latest features and interface changes.
