Deals
ActiveCampaign Deals can now be found, updated, and information can be transferred from contact record to Deals records simultaneously. Similar to Opportunities in Keap.
Available for:
- ActiveCampaign
How It Works
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Select A Deal
Start by choosing a Deal Pipeline you'd like to view, then determine which deal to update, where to move it and how to update the Deal's Status.
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Set A Field On The Deal Or Contact Record
Determine if you'd like to copy information directly from a Contact Record to a Deal Record, or manually enter your own text into the Deal Record.
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Manage Deals
Place the information supplied by PlusThis within your campaign automations and let PlusThis do the heavy lifting when it comes to Deals.