ActiveCampaign: Add and manage deals in the CRM
ActiveCampaign
Demo summary
Demonstrates creating a new deal by entering a title, value, owner, and linking it to an existing contact, then moving it between pipeline stages.
Step-by-step
- Click Add a deal
- Enter a deal title that describes the opportunity
- Adjust the deal value to reflect potential revenue
- Assign a deal owner and set a forecasted close date
- Insert a deal description for additional context
- Select an existing contact from the contact list to link the deal
- Click Add deal
- Drag the deal between stages to update its progress
Options
- Select different views for the pipeline on the right side of the screen
Tips
- Give the deal a title that clearly describes what the opportunity is about
- Use the deal description field for additional notes or context
Highlights
“This makes it incredibly easy to see where each deal stands at a glance.”
All demos from “How To Use ActiveCampaign CRM (Tutorial 2025)”
- 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
- 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
- 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)” →
Tag & manage subscribers
- 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.Just Kristers
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.Capitalist Marketing
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.Automate To Thrive - 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.Automate To Thrive
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
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.Krause Tutorials
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
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
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
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