Brevo: Tag & manage subscribers
7 walk-throughs of this task.
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 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
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
Beehiiv
Klaviyo
Mailchimp
ActiveCampaign
Kit