ActiveCampaignUsing Deals / CRM + Syncing your Personal Email Account
Presented by: Virtual Assistant Phenom
All Rights Reserved | Copyright 2016
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WANT TO SEE HOW SALES AUTOMATION WORKS IN
ACTIVECAMPAIGN?
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Most Definitely,
Yes!
Using Deals / CRM + Syncing your Personal Email Account
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BEFORE CREATING SALES AUTOMATION INSIDE
ACTIVECAMPAIN
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YOU NEED TO DEFINE WHAT SALES PROCESS
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FITS THE NEEDS OF YOUR BUSINESS
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LET’S GO AHEAD AND LOG IN
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YOU CAN SIGN UP USING A FREE TRIAL
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OR
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(YES, YOU CAN TRY IT FOR FREE- NO NEED FOR CREDIT CARD)
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THAT’S GREAT!
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ONCE YOU’VE GOT YOUR LOG IN DETAILS WORKING
Using Deals / CRM + Syncing your Personal Email Account
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YOU WILL SEE THIS SCREEN
Using Deals / CRM + Syncing your Personal Email Account
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YOU CAN CLICK DEALS
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YOU WILL SEE THIS SCREEN
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NOW WE’RE GOING TO CREATE A PIPELINE
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WHAT’S A PIPELINE?
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YOU USE PIPELINE FOR YOUR SALES PROCESS
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IT’S A DEFINED SET OF STAGES FOR A SALES
PROCESS
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CLICK GENERAL PIPELINE
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THEN CLICK ADD A NEW PIPELINE
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YOU WILL SEE THIS SCREEN
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JUST A NOTE TO REMEMBER
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WHEN NAMING YOUR PIPELINE, IT’S IMPORTANT THAT
YOU SHOULD NAME IT FOR DIFFERENT SALES PROCESSES
Using Deals / CRM + Syncing your Personal Email Account
01
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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
THEM
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ENTER PIPELINE NAME:
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YOUR DEFAULT CURRENCY
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CHOOSE AUTO DEAL ASSIGNMENT
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IN AUTOMATIC DEAL ASSIGNMENT
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YOU HAVE TWO OPTIONS FOR AUTOMATIC DEAL DISTRIBUTION
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YOU CAN CHOOSE ROUND ROBIN
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ROUND ROBIN – Will evenly distribute deals in a round robin manner
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YOU CAN CHOOSE DISTRIBUTED BASED ON VALUE
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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.
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ONCE DONE,CLICK ADD PIPELINE
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YOU WILL SEE THIS SCREEN
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THIS ARE STAGES OF YOUR SALES PROCESS
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YOU CAN ADD DEALS BY CLICKING
Using Deals / CRM + Syncing your Personal Email Account
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CLICK HERE
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OR BY CLICKING WITHIN THE STAGES
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BY ADDING DEALS
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YOU WILL SEE THIS SCREEN
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NOW ENTER DETAILS
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ENTER DEAL TITLE
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ENTER EMAIL ADDRESS
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ENTER ORGANIZATION
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SELECT PIPELINE
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SELECT STAGE
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SELECT OWNER
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ENTER VALUE
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ENTER NAME
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ENTER PHONE
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CLICK ADD DEAL TO END
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YOU WILL SEE THIS SCREEN
Using Deals / CRM + Syncing your Personal Email Account
JUST A NOTE TO REMEMBER
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IF YOU WANT TO VIEW THE DETAILS OF THE DEAL THAT WAS
ADDED – YOU CAN HOVER YOUR CURSOR ON THE
ADDED DEAL...
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YOU WILL SEE “VIEW”
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CLICK “VIEW”
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YOU WILL SEE THIS SCREEN
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YOU CAN VIEW DETAILS ON YOUR DEALS
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YOU CAN VIEW PERSONAL DATA
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YOU CAN SEE THE ENTIRE HISTORY OF YOUR CONTACT
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OR ANY AUTOMATIONS YOUR CONTACT HAVE GONE THROUGH
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BY CLICKING GEAR ICON
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YOU WILL SEE THIS OPTION
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YOU CAN ADD A NEW FIELD
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AND BY CLICKING ADD A NEW FIELD
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YOU WILL SEE THIS SCREEN
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AND CHOOSE WHAT TYPE OF FIELD YOU LIKE TO ADD
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YOU CAN ADD TASK
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YOU CAN ADD NOTE
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YOU CAN SEND EMAIL
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WHEN YOU ADD TASK, AND ADD NOTES
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YOU CAN EDIT THE DATE AND TIME
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THEN CLICK ADD TASK
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YOU CAN SEE THE INFORMATION WILL BE UPDATED ON THE DEAL
SCREEN
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INFORMATIONS ADDED WILL BE PRIORITIZE WITH THE MOST URGENT
TASK ON TOP
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THAT IS HOW YOU ADD TASK, AND ADD NOTES
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HOW ABOUT SEND EMAIL?
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YES, NOW WE’RE GOING TO SYNC YOUR EMAIL ACCOUNT AS
PROMISED
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YOU MIGHT HAVE NOTICED THIS THAT SAYS“CONNECT YOUR EMAIL
ACCOUNT…”
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YOU CAN CLICK “CONNECT NOW” OR
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GO TO MY SETTINGS, BY CLICKING THE ARROW DOWN BESIDE YOUR NAME
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YOU WILL SEE THIS SCREEN
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CLICK DEALS
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YOU WILL SEE THIS SCREEN
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NOW YOU CAN ADD YOUR EMAIL ACCOUNT, BY CLICKING ADD IMAP
ACCOUNT
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YOU WILL SEE THIS SCREEN
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ENTER DETAILS REQUIRED
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AND THEN CLICK NEXT STEP
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JUST A NOTE TO REMEMBER
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YOU NEED TO BE LOGGED IN – USING YOUR EMAIL ACCOUNT TO BE
CONNECTED
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YOU WILL SEE THIS SCREEN
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CLICK NEXT STEP
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YOU WILL BE REDIRECTED TO YOUR EMAIL ACCOUNTS LOG IN SCREEN
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IF YOU’RE USING GMAIL ACCOUNT
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YOU WILL SEE THIS SCREEN
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LOG IN – USING YOUR EMAIL ACCOUNT DETAILS
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IF YOU’RE USING GMAIL ACCOUNT
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CLICK ALLOW
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YOU WILL SEE THIS SCREEN
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WHEN YOU’VE SUCCESSFULLY DONE ADDED YOUR EMAIL ACCOUNT
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YOU WILL SEE THIS SCREEN
Note: ( email account deliberately blurred )
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YOU HAVE YOUR EMAIL ACCOUNT
Note: ( email account deliberately blurred )
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YOU CAN ALSO CHANGE THE PRIVACY SETTINGS
Note: ( email account deliberately blurred )
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FROM “ANY ONE CAN SEE EMAILS FROM THIS
ADDRESS”
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OR “ONLY I CAN SEE EMAILS FROM THIS ADDRESS”
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AND YOUR EMAIL ACCOUNT IS ADDED
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NOW, WE CAN GO BACK TO OUR DEALS
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“VIEW” YOUR DEALS
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CLICK VIEW
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CLICK SEND EMAIL
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ENTER YOUR SUBJECT AND MESSAGE
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THEN CLICK SEND EMAIL
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YOU WILL SEE YOUR EMAIL IN THE DEALS SCREEN –CLICKING EMAILS
TAB
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BY DOING THIS - EMAIL HISTORY REGARDING THE DEALS ARE NOW
CONSOLIDATED AND ARE ALSO ACCESSIBLE TO EVERYONE IN YOUR
TEAM
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THAT’S REALLY A SIMPLE
CRM
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YES, ACTIVECAMPAIGN HAS MADE A VERY SIMPLE APPROACH ON CRM
WORKFLOW
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AND, YOU CAN CREATE MULTIPLE STAGES – WHATEVER YOUR SALES
PROCESS NEEDS
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www.virtualassistantphenom.com Using Deals / CRM + Syncing your Personal Email Account
JUST CLICK THIS GEAR ICON
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THEN CLICK ADD STAGE
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YOU WILL SEE THIS SCREEN
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TYPE YOUR STAGE NAME
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SELECT YOUR PREFERRED HEADER BACKGROUND COLOR
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THEN CLICKADD STAGE
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NOW YOU HAVE ADDED A NEW STAGE IN YOUR PIPELINE
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YOU CAN DRAG STAGES ACCORDING TO YOUR PREFERENCES
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FROM HERE
TO HERE
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BY IMPLEMENTING THIS - YOUR SALES PROCESS WILL BE
MANAGEABLE AND ORGANIZED
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YOU CAN DO ALL THIS IN A SINGLE SYSTEM- IT’S GREAT FOR SMALL TO
MEDIUM SIZED BUSINESSES
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THAT’S SO EXCITING!
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CAN’T WAIT TO START USING THIS!
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FIN
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Your Virtual Assistant with Great Ingenuity!
Email / Website [email protected]
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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
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