To learn how to create deals in Active Campaign directly from the Nectar Desk dial pad, watch this video:


Enabling “Add Deals button which creates deals into Active Campaign from Nectar Desk Dial Pad” in the settings for Active Campaign will add a Create Deal button in the Dial Pad window.

Creating a deal in Nectar Desk will create a deal for the user in Active Campaign.

If the customer information entered for the deal does not match any existing contact information in your Active Campaign account, a new contact will be created.

All information marked with an asterisk in Nectar Desk pop to add deal must be filled in or you will not be able to save to create the deal in Active Campaign.

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