How to Use ActiveCampaign's CRM
- George Apostolov
How to Use ActiveCampaign's CRM: step-by-step guide
Head over to the left-side panel, then click 'Deals'.
Tap 'Add a Pipeline' afterwards to get started.
Provide all the required information and then click 'Add' to proceed.
After that, start adding deals to the stages. Simply click the 'Add a Deal' button below a specific stage.
Fill out the input fields with the required information.
Once done, tap 'Add Deal'.
Click the newly created deal to access its main panel and make certain changes.
From here, you can efficiently do a variety of CRM operations, such as reaching out to the deal's contact through call or email, creating tasks, adding notes, configuring certain details, and moving the deal from one stage to another.
Quick answer: To use ActiveCampaign's CRM, click Deals in the left-side panel, add a pipeline, and provide the required information. Next, add deals to stages by filling out the input fields, click the new deal to access its main panel, and perform CRM operations like contacting, creating tasks, adding notes, and moving stages.
About this ActiveCampaign tutorial
Manage pipelines and deals efficiently with ActiveCampaign CRM by organizing stages, contacting leads, creating tasks, and adding notes. This guide shows how to use ActiveCampaign's CRM in 8 steps, starting with "Head over to the left-side panel, then click 'Deals'" and finishing with "From here, you can efficiently do a variety of CRM operations, such as reaching out to...". The interactive demo above is a click-through copy of the real ActiveCampaign interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to use ActiveCampaign's CRM?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your ActiveCampaign data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under ActiveCampaign. Related guides: How to Use Deals in ActiveCampaign, How to View Subscriber Location in ActiveCampaign and Link ClickFunnels to ActiveCampaign using Zapier. Last reviewed 05 Oct 2026.
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