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
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: How do I manually add or remove a contact(s) from a list? – ActiveCampaign Help Center
Cheers,
Perry
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
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:
Cheers,
Perry
It works for me.
Thanks!!
