Create and manage a new deal in Brevo CRM

EmailTooltester·Feb 2026

Demo summary

A 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.

Step-by-step

Navigate to the CRM section in Brevo
Click to create a new deal
Enter the deal name
Select the appropriate sales pipeline
Set an estimated close date
Enter the deal value
Move the deal through different stages using the drag-and-drop interface

Options

Change deal probabilities
Select from multiple pipelines (e.g., Consulting, Sales, or Marketing)

Watch out for

You must have a pipeline already set up to assign the deal

Tips

Use the drag-and-drop feature to update deal status as you progress through the sales cycle

Highlights

“As simple as that”

All demos from “Brevo CRM Tutorial: The Simplest Way to Set Up Your Pipeline and Deals”

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.Brevo· Integrate with Shopify / store / CRM / other apps
5:022:00Create and manage a new deal in Brevo CRMCurrentA 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
Watch “Brevo CRM Tutorial: The Simplest Way to Set Up Your Pipeline and Deals” →

Tag & manage subscribers

5:022:00Create and manage a new deal in Brevo CRMCurrentA 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 DealsShows 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