ActiveCampaign: Create a sales pipeline and custom stages
ActiveCampaign
Demo summary
Shows how to set up a new visual sales pipeline, including naming, currency settings, and adding custom stages with color-coded headers.
Step-by-step
- Click on Create a pipeline
- Enter a pipeline name that clearly identifies its purpose
- Adjust the group access to control viewing and editing permissions
- Set the default currency and choose an assignment method for deal distribution
- Click Add to generate the pipeline
- Click Add a stage in the upper right to create custom steps
- Enter a stage name and select a header background color
- Click Add to save the new stage
Options
- Use default stages provided by ActiveCampaign
- Create custom stages with color-coded headers
Tips
- Use a name that clearly identifies what the pipeline is for, such as 'Sales Pipeline' or 'Client Onboarding'
- Pick a header background color for custom stages to help visually distinguish them
Highlights
“A pipeline is essentially a visual representation of your sales process from start to finish.”
All demos from “How To Use ActiveCampaign CRM (Tutorial 2025)”
- 0:370:48Create a sales pipeline and custom stagesCurrentShows how to set up a new visual sales pipeline, including naming, currency settings, and adding custom stages with color-coded headers.ActiveCampaign· Integrate with Shopify / store / CRM / other apps
- 1:250:48Add and manage deals in the CRMDemonstrates creating a new deal by entering a title, value, owner, and linking it to an existing contact, then moving it between pipeline stages.ActiveCampaign· Tag & manage subscribers
- 2:300:52Manage deal tasks and send direct emailsWalks through adding tasks to a specific deal and sending a direct email to a contact from within the CRM interface.ActiveCampaign· Trigger emails from behavior / events
- Watch “How To Use ActiveCampaign CRM (Tutorial 2025)” →
Integrate with Shopify / store / CRM / other apps
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