ActiveCampaign Forum

Deals & CRM

Basic Sales Reporting? (18)
Problem with deals email sync (2)
Deal-Level Custom Fields and Automations (3)
Round Robin Limitations/Issues (5)
Export Contact Notes (5)
Reporting on Tasks (6)
We need better Reports (1)
Adding a reason when deal is lost (4)
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)
Feature Request for Deals (4)
Which 3rd party CRMs integrate well with AC? (11)
Ability to Dynamically Set Deal Value (2)
Log emails in AC via BCC? (5)
Contact details history (2)
Tasks duplicated in my desktop calendar (2)
Scrubbing ongoing list (3)
ActiveCampaign Deals CRM for iOS Beta Program ( 2 ) (34)
Can we Filter by Stages? (6)
ActiveCampaign Deals: The CRM you can't use for Sales and Outreach (5)
Non subscribed contacts... using AC as CRM (4)
Is there a way to make a report about how contacts became known? (8)
Two way email sync (1)
Posting from Quickbooks to AC (2)
How to prevent users from seeing all my contacts? ( 2 ) (23)