Brevo: Manage Deal Tasks and History

Demo of BREVO features →

1. 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. 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 HistoryCurrentDemonstrates 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

Tag & manage subscribers →

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1. 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_official
2. 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.@SpeakAboutDigital
3. 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
4. 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.@wolgolgolwol
5. 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.@ashuarena
6. 3:520:52Manage Deal Tasks and HistoryCurrentDemonstrates adding notes and creating tasks within a specific deal's detail page to track sales progress.@ashuarena
7. 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.@ashuarena