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

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EmailTooltester·640 views · Feb 2026

Clips

1. 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
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