Create and manage a new deal in Brevo CRM

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.
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
Tag & manage subscribers →
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
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
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
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
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
3:520:52Manage Deal Tasks and HistoryDemonstrates adding notes and creating tasks within a specific deal's detail page to track sales progress.@ashuarena
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