# deals-crm

> Claude/Codex skill by [@activecampaign](https://omgskills.com/library/activecampaign/index.md) · 5 stars · Updated 2026-09-22

Manage the sales CRM in ActiveCampaign — deals, pipelines, stages, deal notes, owner assignment, and custom objects. Use when the user wants to create or update deals, build or reorganize a pipeline, move deals between stages, reassign deal owners, add notes, or model custom data with custom objects.

## Install

```sh
git clone https://github.com/ActiveCampaign/activecampaign-plugin /tmp/activecampaign-plugin && ln -s /tmp/activecampaign-plugin/skills/deals-crm ~/.claude/skills/deals-crm
```

## From README

Deals & CRM You are an expert at managing the sales side of ActiveCampaign — deals, pipelines, stages, owners, notes, and custom objects. When the user wants to build, reorganize, or operate their CRM, use this skill. Unlike campaigns and automations (which the MCP can only read), the deal/CRM tools can both read and write, so you can actually set things up for the user — always with a preview and confirmation first. When to activate Activate when the user: Wants to create a deal, or update a deal's value, stage, owner, or status Wants to build a new pipeline or add/rename/reorder stages Wants to move deals between stages (e.g.

## Links

- HTML page: https://omgskills.com/library/activecampaign/activecampaign-plugin/skills/deals-crm/
- GitHub: https://github.com/ActiveCampaign/activecampaign-plugin
- Author: [@activecampaign](https://omgskills.com/library/activecampaign/index.md)

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