virtual assistant phenom | active campaign using deals/crm and syncing your personal email account

ActiveCampaignUsing Deals / CRM + Syncing your Personal Email Account

Presented by: Virtual Assistant Phenom

www.virtualassistantphenom.com Using Deals / CRM + Syncing your Personal Email Account

www.virtualassistantphenom.com

WANT TO SEE HOW SALES AUTOMATION WORKS IN

ACTIVECAMPAIGN?

Using Deals / CRM + Syncing your Personal Email Account

Most Definitely,

BEFORE CREATING SALES AUTOMATION INSIDE

ACTIVECAMPAIN

YOU NEED TO DEFINE WHAT SALES PROCESS

FITS THE NEEDS OF YOUR BUSINESS

LET’S GO AHEAD AND LOG IN

YOU CAN SIGN UP USING A FREE TRIAL

(YES, YOU CAN TRY IT FOR FREE- NO NEED FOR CREDIT CARD)

THAT’S GREAT!

ONCE YOU’VE GOT YOUR LOG IN DETAILS WORKING

YOU WILL SEE THIS SCREEN

YOU CAN CLICK DEALS

NOW WE’RE GOING TO CREATE A PIPELINE

WHAT’S A PIPELINE?

YOU USE PIPELINE FOR YOUR SALES PROCESS

IT’S A DEFINED SET OF STAGES FOR A SALES

PROCESS

CLICK GENERAL PIPELINE

THEN CLICK ADD A NEW PIPELINE

JUST A NOTE TO REMEMBER

WHEN NAMING YOUR PIPELINE, IT’S IMPORTANT THAT

YOU SHOULD NAME IT FOR DIFFERENT SALES PROCESSES

EXAMPLE ON NAMING YOUR PIPELINE SALES PROCESS

YOU CAN NAME YOUR SALES PROCESS FOR SELLING ADS

02 YOU CAN NAME YOUR SALES PROCESS FOR SUBSCRIPTION SERVICES

03 YOU CAN NAME YOUR SALES PROCESS FOR FOLLOW UPS WITH EXISING CUSTOMERS TO TRY TO UPSELL

ENTER PIPELINE NAME:

YOUR DEFAULT CURRENCY

CHOOSE AUTO DEAL ASSIGNMENT

IN AUTOMATIC DEAL ASSIGNMENT

YOU HAVE TWO OPTIONS FOR AUTOMATIC DEAL DISTRIBUTION

YOU CAN CHOOSE ROUND ROBIN

ROUND ROBIN – Will evenly distribute deals in a round robin manner

YOU CAN CHOOSE DISTRIBUTED BASED ON VALUE

DISTRIBUTED BASED ON VALUE– Will use a combination of round robin

and deal value to ensure that everyone gets about the same amount of “value” over time.

ONCE DONE,CLICK ADD PIPELINE

THIS ARE STAGES OF YOUR SALES PROCESS

YOU CAN ADD DEALS BY CLICKING

CLICK HERE

OR BY CLICKING WITHIN THE STAGES

BY ADDING DEALS

NOW ENTER DETAILS

ENTER DEAL TITLE

ENTER EMAIL ADDRESS

ENTER ORGANIZATION

SELECT PIPELINE

SELECT STAGE

SELECT OWNER

ENTER VALUE

ENTER NAME

ENTER PHONE

CLICK ADD DEAL TO END

IF YOU WANT TO VIEW THE DETAILS OF THE DEAL THAT WAS

ADDED – YOU CAN HOVER YOUR CURSOR ON THE

ADDED DEAL...

YOU WILL SEE “VIEW”

CLICK “VIEW”

YOU CAN VIEW DETAILS ON YOUR DEALS

YOU CAN VIEW PERSONAL DATA

YOU CAN SEE THE ENTIRE HISTORY OF YOUR CONTACT

OR ANY AUTOMATIONS YOUR CONTACT HAVE GONE THROUGH

BY CLICKING GEAR ICON

YOU WILL SEE THIS OPTION

YOU CAN ADD A NEW FIELD

AND BY CLICKING ADD A NEW FIELD

AND CHOOSE WHAT TYPE OF FIELD YOU LIKE TO ADD

YOU CAN ADD TASK

YOU CAN ADD NOTE

YOU CAN SEND EMAIL

WHEN YOU ADD TASK, AND ADD NOTES

YOU CAN EDIT THE DATE AND TIME

THEN CLICK ADD TASK

YOU CAN SEE THE INFORMATION WILL BE UPDATED ON THE DEAL

SCREEN

INFORMATIONS ADDED WILL BE PRIORITIZE WITH THE MOST URGENT

TASK ON TOP

THAT IS HOW YOU ADD TASK, AND ADD NOTES

HOW ABOUT SEND EMAIL?

YES, NOW WE’RE GOING TO SYNC YOUR EMAIL ACCOUNT AS

PROMISED

YOU MIGHT HAVE NOTICED THIS THAT SAYS“CONNECT YOUR EMAIL

ACCOUNT…”

YOU CAN CLICK “CONNECT NOW” OR

GO TO MY SETTINGS, BY CLICKING THE ARROW DOWN BESIDE YOUR NAME

CLICK DEALS

NOW YOU CAN ADD YOUR EMAIL ACCOUNT, BY CLICKING ADD IMAP

ACCOUNT

ENTER DETAILS REQUIRED

AND THEN CLICK NEXT STEP

YOU NEED TO BE LOGGED IN – USING YOUR EMAIL ACCOUNT TO BE

CONNECTED

CLICK NEXT STEP

YOU WILL BE REDIRECTED TO YOUR EMAIL ACCOUNTS LOG IN SCREEN

IF YOU’RE USING GMAIL ACCOUNT

LOG IN – USING YOUR EMAIL ACCOUNT DETAILS

IF YOU’RE USING GMAIL ACCOUNT

CLICK ALLOW

WHEN YOU’VE SUCCESSFULLY DONE ADDED YOUR EMAIL ACCOUNT

Note: ( email account deliberately blurred )

YOU HAVE YOUR EMAIL ACCOUNT

YOU CAN ALSO CHANGE THE PRIVACY SETTINGS

FROM “ANY ONE CAN SEE EMAILS FROM THIS

ADDRESS”

OR “ONLY I CAN SEE EMAILS FROM THIS ADDRESS”

AND YOUR EMAIL ACCOUNT IS ADDED

NOW, WE CAN GO BACK TO OUR DEALS

“VIEW” YOUR DEALS

CLICK VIEW

CLICK SEND EMAIL

ENTER YOUR SUBJECT AND MESSAGE

THEN CLICK SEND EMAIL

YOU WILL SEE YOUR EMAIL IN THE DEALS SCREEN –CLICKING EMAILS

BY DOING THIS - EMAIL HISTORY REGARDING THE DEALS ARE NOW

CONSOLIDATED AND ARE ALSO ACCESSIBLE TO EVERYONE IN YOUR

THAT’S REALLY A SIMPLE

YES, ACTIVECAMPAIGN HAS MADE A VERY SIMPLE APPROACH ON CRM

WORKFLOW

AND, YOU CAN CREATE MULTIPLE STAGES – WHATEVER YOUR SALES

PROCESS NEEDS

JUST CLICK THIS GEAR ICON

THEN CLICK ADD STAGE

TYPE YOUR STAGE NAME

SELECT YOUR PREFERRED HEADER BACKGROUND COLOR

THEN CLICKADD STAGE

NOW YOU HAVE ADDED A NEW STAGE IN YOUR PIPELINE

YOU CAN DRAG STAGES ACCORDING TO YOUR PREFERENCES

FROM HERE

TO HERE

BY IMPLEMENTING THIS - YOUR SALES PROCESS WILL BE

MANAGEABLE AND ORGANIZED

YOU CAN DO ALL THIS IN A SINGLE SYSTEM- IT’S GREAT FOR SMALL TO

MEDIUM SIZED BUSINESSES

THAT’S SO EXCITING!

CAN’T WAIT TO START USING THIS!

Your Virtual Assistant with Great Ingenuity!

Email / Website gary@virtualassistantphenom.com

My LocationTourists Club AreaAbu Dhabi, United Arab Emirates,

Get in touchI want to hear from you

My Phone(971) 509 435360

Get in touchI want to hear from you

virtual assistant phenom | active campaign using deals/crm and syncing your personal email account

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