ASHUTOSH KUMAR: AI Tutorials & Prompts
ASHUTOSH KUMAR Tutorials
4 demos
Jan 2025 · 6 viewsASHUTOSH KUMAR
ASHUTOSH KUMAR0:341:37Brevo
Configure 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.Integrate with Shopify / store / CRM / other apps
2:111:41Brevo
Create and Associate DealsShows the process of creating a new deal, associating it with existing contacts and companies, and moving it through pipeline steps.Tag & manage subscribers3:520:52Brevo
Manage Deal Tasks and HistoryDemonstrates adding notes and creating tasks within a specific deal's detail page to track sales progress.Tag & manage subscribers5:001:54Brevo
Customizing 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.Tag & manage subscribers