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Brevo: Configure CRM pipeline stages and deal settings

BrevoTry it →@emailtooltester

The video demonstrates how to access the CRM settings in Brevo to reorder stages, delete default steps, and set win probabilities for different pipeline levels.

Brevo CRM Tutorial: The Simplest Way to Set Up Your Pipeline and Deals

  1. 1:202:51Configure CRM pipeline stages and deal settingsCurrentThe video demonstrates how to access the CRM settings in Brevo to reorder stages, delete default steps, and set win probabilities for different pipeline levels.Brevo· Integrate with Shopify / store / CRM / other apps
  2. 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.Brevo· Tag & manage subscribers

Integrate with Shopify / store / CRM / other apps

  1. 1:202:51Configure CRM pipeline stages and deal settingsCurrentThe 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 StagesThe user demonstrates how to navigate the Kanban view of deals and create a custom sales pipeline with specific stages in the settings menu.@ashuarena
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