Getting started with Deals

In this Getting started with Deals guide, we will give you an overview of how you can use Deals within Brevo to improve your customer relationship management (CRM).

What are deals?

Deals represent opportunities for a business to sell its products or services to a contact or company. Your deals move through various stages in a pipeline, which represents your sales process. Additionally, you can create tasks to monitor important actions. Whether you're already familiar with CRMs or not, deals are a straightforward and intuitive way to keep track of all your sales activities.

➡️ To learn more, check our dedicated article Understanding pipelines, stages, deals, companies, and tasks.

🧶 Customize your Sales Pipeline

By default, your pipeline contains 7 stages, including the Won and Lost stages. However, depending on your type of business and your needs, you may need to customize your pipeline to reflect your sales process.

sales_pipeline-overview_EN-US.png

You can also select what information appears on your deal's cards and what currency to use.

➡️ To learn more, check our dedicated articles:

💲 Create your first deal

If you're moving from another CRM, you can import your existing data into Brevo.

If you're new to using a CRM, begin by clicking Create deal to generate your first deal. Fill in all the necessary information and click Create. You can move the deal through stages by dragging and dropping your deal's card. To view your deal's details, simply click on it.

sales_create-deal_EN-US.gif

 

➡️ To learn more, check our dedicated articles:

📌 Create a follow-up task

Keep track of calls, emails, events, meetings, and any other actions you have to take regarding an ongoing deal, a company, or a contact. You can even send emails directly from the details page of a deal. Associate your tasks with existing or new deals, companies, or contacts for better management.

sales_overview-task-listing_EN-US.png

You can also choose to receive reminders when a task is due or even automatically create tasks based on the trigger of your choice.

➡️ To learn more, check our dedicated articles:

📊 Analyze your sales report

Access your reports to track the performance of your deals over a chosen date range and across different deal stages. You can view your sales revenue, conversion rates, time spent to close deals, and even assess your team's performance to gain insight on how to improve your sales process.

➡️ To learn more, check our dedicated article Track your revenue and analyze your deals.

sales_reports-gettting-started_EN-US.png

🚀 Take your sales activities to the next step

  • Automate your sales activities
    Automating can help you streamline your sales processes, reduce errors, and improve collaboration. For example, you can automatically create a deal when a contact submits a form or automatically send an email after a deal stage update.

    ➡️ To learn more, check our dedicated article Automate your sales activities (deals and tasks) .

  • Create and manage custom attributes
    You can create your own custom deals and companies attributes to store additional information for your deals and companies that are not available in the default attributes. For example, you can create attributes to store a demo date for a deal or a company's address.
    ➡️ To learn more, check our dedicated article Create and manage custom attributes for deals and companies.

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

💬 Was this article helpful?

0 out of 0 found this helpful