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
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.
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.
Manage Deals
Place the information supplied by PlusThis within your campaign automations and let PlusThis do the heavy lifting when it comes to Deals.