The first thing you’ll need to do is define your “Deal” how you want it to work in your business. Keep in mind, the Deals feature is only available for the Plus plan and above.
If you haven’t already created a deal, I’ll quickly walk you through the steps.
You’ll find the “Deals” option on the main menu in Active Campaign:
I believe Active Campaign includes a sample deal flow by default like you see below:
But let’s just go through the process of creating a new deal pipeline. If you already have a deal pipeline and want to skip ahead, feel free.
There should be a little drop-down menu near the top with an option to “Add a pipeline”. Click that.
A settings screen comes up. The only thing required is the Name. Give your deal pipeline a flow so you’ll know what it’s for. I made mine the same name as my Calendly call.
The options are not required. If you have different groups of users in your account you’d change the Group Access setting.
The Assignment Method is set to Manually assign by default. If you have other team members using Active Campaign, you could change this to another setting if you want, like round robin, where it will distribute deals evenly between team members.
When you’re finished with those settings, click Add.
By default you’ll have the following 3 deal stages:
“To Contact”, “In Contact”, and “Follow Up”.
I think those stages will work fine. When someone books a call, we’ll put them in the “To Contact” stage. Then, after we have the call, we can move them to the next stage and attach some actions to it.
If you haven’t used the Deals feature before, at the end of this section I’ll demonstrate how you can use that.
OK, let’s get back to the instructions.
Now that you’ve got a deal set up, let’s work on our automation in part 3.