How to Use Deals in ActiveCampaign

George Apostolov
Updated 05 Oct 2026
- ▣ ActiveCampaign

How to Use Deals in ActiveCampaign: step-by-step guide

Click 'Deals' on the left menu in your ActiveCampaign Dashboard.
Click on 'Add a pipeline' to create a pipeline.
Type your pipeline name and click 'Add'.
When you have your pipeline, click the 'Add a deal' button in the stage phase you need to add a new deal. You can start adding deals for each stage in your pipeline.
Give a title to your deal.
Give your deal a value in USD or whatever currency your deal applies to.
Select which pipeline the deal is going to be running on. In this case is the pipeline we just created.
Select in what stage of the pipeline the deal is going to be in.
Choose the deal owner. This must be the person from your team who will be in charge of the deal.
Choose the 'forecasted close date' in which this deal should be closed.
Describe the deal you and your team will be paying attention to.
Enter the contact for which this deal applies.
Select an account if that contact belongs to a company.
Select the 'Add' option to add an account.
Click 'Add Deal'.

Quick answer: To manage deals in ActiveCampaign, click 'Deals', create and name a pipeline, then click 'Add a deal' within a stage. Enter the deal title, value, pipeline, stage, owner, close date, description, contact, and account details, then click 'Add Deal'.

About this ActiveCampaign tutorial

Create pipelines and organize sales opportunities by setting up deals, assigning owners, adding values, and linking contacts in ActiveCampaign. This guide shows how to use Deals in ActiveCampaign in 15 steps, starting with "Click 'Deals' on the left menu in your ActiveCampaign Dashboard" and finishing with "Click 'Add Deal'". 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.