Demo of BREVO features

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@ashuarena · 6 views · Jan 2025

Clips

1. 0:341:37Configure 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.Brevo· Integrate with Shopify / store / CRM / other apps
2. 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.Brevo· Tag & manage subscribers
3. 3:520:52Manage Deal Tasks and HistoryDemonstrates adding notes and creating tasks within a specific deal's detail page to track sales progress.Brevo· Tag & manage subscribers
4. 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.Brevo· Tag & manage subscribers