Add a new deal manually X List


#1

Hi,

I need to add new Deal, but the Contact does not exist.
So I went to Deals and added a new Deal manually, I fill out the info for the Deal and for the Contact.

But the problems is: this new Deal creates a New Contact but the Contact have no List associated.

I also tried to create a new Automation to associate a list with that contact, but there was no Trigger for new Deals.

Any suggestion?

Thanks


#2

Hi @brognolinegciosimobi,

Great question!

You should be able to go into that specific contact and add them to a list manually. Here is a picture of how to do this:

Here is a help doc. showing an alternative way to manually add a contact as well: https://help.activecampaign.com/hc/en-us/articles/221116287-How-do-I-add-or-remove-contacts-from-a-list-

Cheers,

Perry


#3

Ok Thanks.
But is there a way to create an automation to assign the list? Is there a way to trigger an automation once the Deal is added?

Cheers


#4

Hi @brognolinegciosimobi,

Ah thanks for the clarification!

You could do something similar to the below. Create a pipeline that the lead would be entering and then subscribe them to the list:

29 PM

Cheers,

Perry


#5

It works for me.
Thanks!!


#6

@brognolinegciosimobi,

Awesome! Happy to hear that :slight_smile:

Perry