ActiveCampaign: Add and manage deals in the CRM

How To Use ActiveCampaign CRM (Tutorial 2025) →

1. 0:370:48Create a sales pipeline and custom stagesShows 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
2. 1:250:48Add and manage deals in the CRMCurrentDemonstrates 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
3. 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

Tag & manage subscribers →

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1. 4:530:52Set up Product Interest TaggingDemonstrates using site tracking to automatically tag subscribers based on specific URL patterns they visit, such as category pages.@emailtooltester
2. 0:471:42Importing and managing contacts in ActiveCampaignThe video demonstrates how to navigate the contact dashboard, add individual contacts, and use the import tool to bring in existing lists.@KrauseTutorials
3. 4:190:32Create tags using AI promptsShows how to bulk create new tags in an ActiveCampaign account by simply asking Claude to perform the housekeeping task.@ActiveCampaign
4. 1:100:41Navigating the Automations DashboardShows how to view, search, and filter existing automations, including using labels for organization and checking active/inactive status indicators.@ActiveCampaign
5. 1:00:150:30Automated CRM contact cleanupDemonstrates using Claude Code to identify inactive contacts in ActiveCampaign and remove them to stay under subscription limits.@porter.metrics
6. 7:241:29Creating a contact listShows the process of creating a new list for a specific campaign, including adding a list URL and description.@tech.express
7. 1:250:48Add and manage deals in the CRMCurrentDemonstrates creating a new deal by entering a title, value, owner, and linking it to an existing contact, then moving it between pipeline stages.@JustKristers
8. 1:141:26Manage and filter sales tasksShows how to navigate the task list, filter by task type (calls, emails), and identify overdue items to prioritize daily sales activities.@AutomateToThrive
9. 2:401:24Create a task at the contact levelWalks through adding a manual task to a specific contact, including setting task types (call, email, meeting), adding descriptions, and setting reminders.@AutomateToThrive
10. 1:370:29Create lists and import contactsDemonstrates creating a new contact list, naming it, and the process for importing existing subscribers via CSV or adding a manual contact.@Capitalistmarketing456
11. 2:450:38Manage multiple Brand KitsWalks through switching between different brand identities and managing multiple kits within the account settings.@activecampaignbrasil