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.
-
-
- Contact overview
- Add contacts
- Creating and managing customer lists
- Manage deals from the contact record
- 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
- Add a contact to a campaign from the contact record
- Add contacts - follow up with customers
- Adding personalization with Merge Fields
- QuickBooks Online (QBO) Contact Import
- Issue a Refund
- Contacts Tab
- Export from your current system
- Add a Note to a Contact
- Google Contact Import
- Contact record and activity feed
-
- Billing Policy and Account Settings
- Business Profile
- My Profile
- Add User, Delete User, or Edit User Role
- User Roles
- Currency Settings
- 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
-
-
-
- Broadcast - create a broadcast
- Broadcast - managing drafts
- Broadcast - view the broadcast report
-
- Advanced Builder - how to add contacts to a broadcast
- Advanced Builder - how to design an email
- Advanced Builder - A/B test broadcasts
- Advanced Builder - best send time for broadcasts
- Advanced Builder - check your email for spam
- Advanced Builder - HTML Block
- Rotating Images
- View the web version of an email
-
- 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
- Deciphering Email Marketing Metrics: Delivery vs Open Rate
-
-
- Campaign builder - canvas tips and tricks
- 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
- Adding URL parameters to links to pre-fill an external web form
- Create Dynamic Content with Liquid Syntax
- Campaign SMS Automation with Twilio
- Add to or remove from sequence
-
- 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 - WordPress Plugin
- Publish A Landing Page To A Custom Domain
- Landing Pages - Supported custom fields
- Landing Pages - Publish to a Custom Domain
- Landing Pages - Revision manager
- Landing Pages - Text editor toolbar
-
- A list of available Campaign Goals
- Create a Web Form to Capture Leads
- Make better web forms
- Campaign Goals - Tag Applied
- Campaign Goals - Email Link Clicked
- Campaign Goals - Note Applied
- Campaign Goals - Task Completed
- Campaign Goals - Product Purchased
- Campaign Goals - Opportunity Stage Moved
- Campaign Goals - Web Page Automation
- Campaign Goals - API
- Campaign Goals - Quote Status
- Campaign Goals - Email Opened
- Creating a web form with Firefox
- Create a failed purchase goal
- Campaign Process: Create an Order
- Easy Automations
-
-
-
-
-
- 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
- Keap Mobile Business Line: Call ringtone
- Keap Mobile Business Line: Change your registered number
-
- Keap Business Line: Port/transfer an existing phone number
- Keap Business Line: Port an AT&T number
- Keap Business Line: Port a Google Voice number
- Keap Business Line: Port a Sprint number
- Keap Business Line: Port a T-Mobile number
- Keap Business Line: Port a Verizon number
- Keap Business Line: Port a Grasshopper number
- Keap Business Line: Port a Sideline number
- Keap Business Line: Port a Smartline number
- Port your Keap Business Line number out of Keap
-
- Keap Mobile: Installation
- Keap Mobile: Adding contacts
- Keap Mobile: Managing contacts
- Keap Mobile: Contacts add a task
- 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 activity
- Keap Mobile: Appointments
- Keap Mobile: Snooze
- Keap Mobile: Message Templates
- Keap Mobile: Android
- Keap Mobile: Tags
- Keap Mobile: Notification and Sound Preferences
-
-
- Cancel my Keap Application
- How do I locate my application id?
- Lead Forms
- Lead scoring
- Merchant Accounts
- PayPal Merchant Account
- QuickBooks Online (QBO) Integration: Contact, Product & Invoice Sync
- Smart Forms - Create and use a Smart Form
- Stripe Merchant Account
- Strong Customer Authentication FAQ
-
- Who is WePay?
- WePay - Setup guide
- WePay - add/change payout
- WePay - Log in to merchant center
- WePay - issuing a refund within merchant center
- WePay - updating merchant center email and password
- WePay - Download payment and settlement reports In merchant center
- WePay - why isn't my balance fully available
- WePay - Verifying Customer Identify KYC
- WePay - multi factor authentication for merchant center
- WePay - why was my withdrawal cancelled or charged back?
- WePay - handling chargebacks
- WePay Merchant Error Codes
- WePay - why do you need my social security number?
- WePay - will using WePay affect my taxes
- WePay - FAQs
- WePay - Canada FAQs
- WePay - UK FAQs
Thank you for your feedback!
Related Articles
Note! For questions about how to use this feature, please contact our Support Team. To provide feeback on the accuracy of this article, use the form below.
Thank you for your feedback!
Copyright © 2020 Keap. All rights reserved.