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 "..." and hit the Delete button.
Move a Deal
Click on a deal and drag it over to another stage.
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- Apply or Remove a Tag in a Sequence
- Campaign details
- Create a Web Form
- Download Free Campaigns
- Set Up an Email Confirmation Sequence
- Set Up 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
- Workflow Assistant - Guided quick setup
- 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
- Delay Timers
- Date Timers
- Field Timers
- Why Are Contacts Queued In My Campaign
- Campaign Merge Fields
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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
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- Broadcast - create a broadcast
- Broadcast - drafts
- Broadcast - view the broadcast report
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- Advance Builder - add an Emoji to your email subject line
- 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
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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 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
- Apply or remove tags to a list of contacts
- Manually start sequence from contacts
- Add contacts - follow up with customers
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- Keap Payments FAQs
- Keap Payments Canada FAQs
- Keap Payments UK FAQs
- Keap Payments - who Is WePay?
- Keap Payments setup guide
- Keap Payments - Log in to merchant center
- Keap Payments add/change payout
- 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?
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- Acceptable Use Policy - Quick Reference Guide
- Cold Email Throttling
- Configure Your SPF Records
- DMARC May Impact Your Deliverability
- Email Address Whitelisting
- Email Compliance Remediation Process
- 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
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- Mobile app iOS - Login to your app
- Mobile app iOS - Managing contacts
- Mobile app iOS - Adding contacts
- Mobile app iOS - notes
- Mobile app iOS - email
- Mobile app iOS - tasks
- Mobile app iOS - task activity
- Mobile app iOS - appointments
- Mobile app iOS - add contact to campaign
- Mobile app iOS - reschedule or cancel appointments
- Mobile app iOS - call history activity
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