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 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
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