ActiveCampaign Forum

Deals & CRM

Basic Sales Reporting? (19)
Website activity on deal level? (1)
Help - Keeping a user assigned to certain contact for multiple deals (1)
Custom Deal Fields - Automations (2)
Howto?: Won Deal Creates New Deal in Different Pipeline (1)
Help with Internal Forms To Boost UX and Sales Automation - work around? (1)
Store client files in CRM (2)
Deal-Level Custom Fields and Automations (9)
Refer a business tracking (1)
How to reply to an e-mail that has not been replied or opened (3)
Sort deals by custom field (date) possible? (3)
Log emails in AC via BCC? (7)
Deal email notifications delayed and too many (2)
Round robin functionality? (7)
Privacy and email tracking (1)
Using deal-level custom fields as variables in content (1)
Problem with deals email sync (3)
Adding a reason when deal is lost (5)
Ability to Dynamically Set Deal Value (3)
Round Robin Limitations/Issues (5)
Export Contact Notes (5)
Reporting on Tasks (6)
We need better Reports (1)
How to manage therapy sessions in the CRM (6)
Call Tracking in Active Campaign (6)
Phone Integration with ActiveCampaign CRM - Looking for Beta Users (12)
Attachment files in to Deals and email (5)
No [Task completed] entry point for automations? (9)
What causes a single order to be recorded twice? (2)
Set Meetings on Calendar from AC CRM (1)