Edit Deal Details
Click on a deal to add notes, send emails, manage the contacts, and manage team members attached to the deal.
Delete a Deal
Click the trash can button to delete a deal
Move a Deal
Click on a deal and drag it over to another stage.
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- Contact overview
- Add contacts
- Contact activity feed
- Creating and managing customer lists
- Contact deal card display
- Prepare import
- Import contacts
- Custom field types
- Create, edit, and delete custom fields
- Export contacts from Keap
- Send a one-off email to a contact
- Contact type field & associated lists
- Apply a tag to a contact record
- Add or remove tags from contact list
- Email Templates
- Manually start sequence from contacts
- Add contacts - follow up with customers
- QuickBooks Online (QBO) Contact Import
- Issue a Refund
- Contacts Tab
- Export from your current system
- Add a Note to a Contact
- Google Contact Import
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- My Account
- Business Profile
- My Profile
- Add User, Delete User, or Edit User Role
- Currency Settings
- Default User Roles
- Manage Tags
- HIPAA Security Controls
- API Key
- Authorize.Net
- Update Your Billing Information & Make a Payment on Your Account
- How to configure your Billing Settings
- Add and Manage Products
- Gmail Sync
- Microsoft email sync
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- Broadcast - create a broadcast
- Broadcast - managing drafts
- Broadcast - view the broadcast report
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- Advance Builder - how to add contacts to a broadcast
- Advance Builder - how to design an email
- Advance Builder - A/B test broadcasts
- Advance Builder - best send time for broadcasts
- Advance Builder - check your email for spam
- Advance Builder - HTML Block
- Rotating Images
- View the web version of an email
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- List Hygiene
- Acceptable Use Policy - Quick Reference Guide
- Configure your SPF records
- DMARC May Impact Your Deliverability
- Email Address Whitelisting
- Explicit Permission
- How your from address affects email deliverability
- Importing Subscribers
- Invalid Hard Bounces
- Protect Your Web Form From Bot Attacks
- Spam Traps
- Spam Complaints
- URIBL Greylisting
- DKIM
- Infusionsoft Email IP Range
- How to Avoid Content Filters
- How to Fix Low Inbox Rates and Content Issues
- Engagement Days
- DKIM and SPF Setup Example
- Deterring Spam Bots
- Unengaged Contacts
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- How to Build a Campaign Part 1 - Capture Leads
- How to Build a Campaign Part 2 - Nurture Prospects
- How to Build a Campaign Part 3 - Convert Sales
- Campaign details
- Download Free Campaigns
- Apply or Remove a Tag in a Sequence
- Create a Web Form
- Set Up an Email Confirmation Sequence
- Decision Diamonds
- Start a Campaign When a Tag is Applied
- Automatically Apply a Note in a Sequence
- How to Test Your Decision Diamonds
- Do Something automatically when a Link is Clicked
- Automatically Create a Task in a Sequence
- Do Something Automatically When a Task is Complete
- Automatically Assign An Owner in a Sequence
- Automate Something When the API is Called
- How to Build a Looping Campaign
- Send an HTTP Post in a Sequence
- Republishing Campaigns FAQ
- Set the Value of a Field in a Sequence
- Sequence Timers Overview
- Campaign sequence - create order
- Delay Timers
- Date Timers
- Field Timers
- Why Are Contacts Queued In My Campaign
- Campaign Merge Fields
- Campaign Builder terminology
- Pipeline Stage Moved Automation
- Smart Form Campaign Automation
- Campaign Sequence- Create a Deal
- Editing Campaign Timers
- Campaign builder - canvas tips and tricks
- Adding URL parameters to links to pre-fill an external web form
- Create Dynamic Content with Liquid Syntax
- Campaign SMS Automation with Twilio
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- Landing page - choosing a template
- Add a Custom Favicon to a Landing Page
- Landing Pages - Design And Configure
- Landing Pages - Managing Color
- Landing Pages - Adding Anchors
- Landing Pages - Applying Tags
- Landing Pages - Launching
- Landing Pages - Custom URL Parameters
- Landing Pages - Hidden Fields
- Landing Pages - Archive Templates
- Landing Pages - Mobile Editing
- Landing Pages - WordPress Plugin
- Publish A Landing Page To A Custom Domain
- Landing Pages - Supported custom fields
- Landing Pages - Publish to a Custom Domain
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- Keap Mobile Business Line: Set up your phone number
- Keap Mobile Business Line: Caller ID
- Keap Mobile Business Line: Outbound Calls
- Keap Mobile Business Line: Call History
- Keap Mobile Business Line: Voicemail & Transcriptions
- Keap Mobile Business Line: Blocked Numbers
- Keap Mobile Business Line: Missed call auto-response
- Keap Mobile Business Line: Call forwarding
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- Keap Mobile: Managing contacts
- Keap Mobile: Adding contacts
- Keap Mobile: Contacts add a task
- Keap Mobile: Installation
- Keap Mobile: Contact add to campaign
- Keap Mobile: Quick Actions
- Keap Mobile: Adding tasks
- Keap Mobile: Contact notes
- Keap Mobile: Contact email
- Keap Mobile: Contacts emailing an appointment link
- Keap Mobile: Contact reschedule or cancel appointments
- Keap Mobile: Contact task activity
- Keap Mobile: Contact call history activity
- Keap Mobile: Contact call activity
- Keap Mobile: Appointments
- Keap Mobile: Snooze
- Keap Mobile: Message Templates
- Keap Mobile: Android
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- Keap Payments - Setup guide
- Keap Payments - add/change payout
- Keap Payments - Log in to merchant center
- Keap Payments - issuing a refund within merchant center
- Keap Payments - updating merchant center email and password
- Keap Payments - Download payment and settlement reports In merchant center
- Keap Payments - why isn't my balance fully available
- Keap Payments - Verifying Customer Identify KYC
- Keap Payments - multi factor authentication for merchant center
- Keap Payments - why was my withdrawal cancelled or charged back?
- Keap Payments - will using affect my taxes
- Keap Payments - handling a chargebacks
- Keap Payments - why do you need my social security number?
- Keap Payments - who Is WePay?
- Keap Payments - FAQs
- Keap Payments - Canada FAQs
- Keap Payments - UK FAQs
- Keap Payments Merchant Error Codes
- Cancel my Keap Application
- How do I locate my application id?
- Lead Forms
- PayPal Merchant Account
- QuickBooks Online (QBO) Integration: Contact, Product & Invoice Sync
- Smart Forms - Create and Use a Smart Form
- Stripe Merchant Account
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