Brevo: Configure CRM Pipelines and Stages

Demo of BREVO features →

1. 0:341:37Configure CRM Pipelines and StagesCurrentThe user demonstrates how to navigate the Kanban view of deals and create a custom sales pipeline with specific stages in the settings menu.Brevo· Integrate with Shopify / store / CRM / other apps
2. 2:111:41Create and Associate DealsShows the process of creating a new deal, associating it with existing contacts and companies, and moving it through pipeline steps.Brevo· Tag & manage subscribers
3. 3:520:52Manage Deal Tasks and HistoryDemonstrates adding notes and creating tasks within a specific deal's detail page to track sales progress.Brevo· Tag & manage subscribers
4. 5:001:54Customizing Company and Deal AttributesA walkthrough of creating custom data fields (attributes) like multiple-choice text or numbers for companies and deals, and making them required in forms.Brevo· Tag & manage subscribers

Integrate with Shopify / store / CRM / other apps →

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1. 1:202:51Configure CRM pipeline stages and deal settingsThe video demonstrates how to access the CRM settings in Brevo to reorder stages, delete default steps, and set win probabilities for different pipeline levels.@emailtooltester
2. 0:341:37Configure CRM Pipelines and StagesCurrentThe user demonstrates how to navigate the Kanban view of deals and create a custom sales pipeline with specific stages in the settings menu.@ashuarena