How to get started with ActiveCampaign’s CRM

How can a CRM help you sell more in less time? Sometimes mundane, manual tasks eat at your calendar. Other times contacts slip out of your funnel. A sales automation CRM keeps your entire sales process moving smoothly. This page shows you how to get started with the ActiveCampaign CRM.

How does Customer Experience Automation help you grow your business?

Reach & Engage

Every business wants new leads. And you want to reach the right people — the people who will become your best customers. Customer Experience Automation helps you reach & engage your audience, and attract the right people to your business.

Nurture & Educate

How do you show new leads the info they need? Use Customer Experience Automation to plan what details you would like to capture about your audience. Get to know them, then show them exactly what they want to see.

Convert & Close

There’s a moment when a lead is ready to become a customer. Do you know when it is? Customer Experience Automation helps you spot the most engaged leads and make them the offer that turns them into customers.

Support & Grow

How can you keep your customers coming back for more? Customer Experience Automation helps you keep customers around — and turn them into advocates that help grow your business.

Follow these steps to get started with your CRM

What’s the fastest way to get started with ActiveCampaign’s CRM? A CRM can help you stay on top of leads, automate your sales process, and make sure no business slips through the cracks. Follow these steps to learn how to use ActiveCampaign’s CRM— and start selling more in less time.

Get introduced to the ActiveCampaign CRM

A CRM helps you manage business processes, assign deals to specific teammates, and keep everyone on the same page — so that no customers slip through the cracks. In this video, we teach you how to create pipelines, stages and effectively manage deals for your business.

You’ll learn:

  • You’ll learn:
  • How to assign deals and send one-to-one notes to customers
  • How pipelines and deals can help you keep your business running smoothly

Learn the CRM


Create your first pipeline

Pipelines are the keeper of all CRM related information. Creating pipelines lets you understand your customers, stay on top of deals, and keep track of the enter customer lifecycle. You’ll learn:
  • How to create a new pipeline
  • How to edit existing pipelines
Build your process out in pipelines

Add your first deal to your pipeline

Deals will help you effectively manage the journey that your contacts are taking through your pipelines. As you begin to develop your pipelines, you can create deals manually or through automations. This is how to create your first deal. You’ll learn:
  • How to store key deal info, like source, business info, primary contacts, and deal value
  • What information you can capture in a deal
  • How to create a deal in ActiveCampaign
Create a deal

Set up user permissions for your team

Permissions will let you control who has access to make changes to your CRM. Giving access to your sales team can make sure that reps only see the information relevant to their deals. You can change permissions in the pipeline options area of your account. You’ll learn:
  • How to create and manage user permissions
  • Where to find permission groups for your pipelines
Prepare your team with the right user permissions

Learn how to create tasks and assign deals

Creating tasks lets you manage all of the moving pieces within your pipelines. Using the CRM gives you time back in your day — and CRM tasks can make it even easier to stay on top of what you need to do for each customer. You’ll learn:
  • How to create tasks, automatically assign them, and trigger reminders
  • How to save notes in deals for future reference
  • Where to find your tasks in the ActiveCampaign CRM

Automate your sales process

Once you have set up your CRM to match your business processes, you are ready to automate. Sales automation lets you step away from manual operations and get time back in your day. Keep reading to learn how the Koia team:
  • The key CRM automation actions you can access in ActiveCampaign
  • How to use ActiveCampaign’s automation
  • How to use deal stages, lead scores, deal statuses, and tasks to make your sales smoother

Frequently Asked Questions

Why is a CRM so important?

A CRM, or Customer Relationship Management software, will track and manage all interactions and processes within your business. It is most commonly used for sales processes. However, you can manage any task that is operated within your business. You are able to track all of the touchpoints that you are making with contacts and potential customers through your ActiveCampaign CRM.

Keep Learning

Get step-by-step instructions for every part of ActiveCampaign

If you’re looking for instructions on a specific area of the platform, find them here.


Attend an event with ActiveCampaign

We want to connect with you! Learn directly from ActiveCampaign experts at the events below

Webinars and events

Content Marketing World 2021


Localogy 2021: Conversational Commerce






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