Brevo: Create and Associate Deals

Demo summary

Shows the process of creating a new deal, associating it with existing contacts and companies, and moving it through pipeline steps.

Click to create a new deal
Enter a name for the deal
Select a pipeline from the dropdown menu
Choose the initial pipeline step for the deal
Fill in the deal data fields and click create
Click the deal card to open the detail page
Associate companies or contacts using the sidebar options if not done during creation
Update the deal stage using the stage options on the detail page

Associate existing contacts or companies during the initial deal creation
Move a new deal directly to any step in the pipeline instead of starting at 'New'

0:341:37Configure CRM Pipelines and StagesThe 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
2:111:41Create and Associate DealsCurrentShows the process of creating a new deal, associating it with existing contacts and companies, and moving it through pipeline steps.Brevo· Tag & manage subscribers
3:520:52Manage Deal Tasks and HistoryDemonstrates adding notes and creating tasks within a specific deal's detail page to track sales progress.Brevo· Tag & manage subscribers
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
Watch “Demo of BREVO features” →

5:022:00Create and manage a new deal in Brevo CRMA walkthrough of creating a new deal by entering the deal name, selecting a pipeline, setting an estimated close date, and moving the deal through different stages using drag-and-drop.EmailTooltester
3:411:07Manually add contacts in BrevoShows how to navigate to the contact management section and manually enter contact details like email and name to add them to the database.Speak About Digital
1:481:09Manage and segment contacts in BrevoShows how to import contacts manually or via database, organize them into lists, and apply filters for segmentation.Brevo
0:540:46Navigate to Brevo CRM and Contact HubThe AI demo engineer shows how to access the CRM section from the left navigation bar to view the contact hub.Wolgol
2:111:41Create and Associate DealsCurrentShows the process of creating a new deal, associating it with existing contacts and companies, and moving it through pipeline steps.ASHUTOSH KUMAR
3:520:52Manage Deal Tasks and HistoryDemonstrates adding notes and creating tasks within a specific deal's detail page to track sales progress.ASHUTOSH KUMAR
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.ASHUTOSH KUMAR