Deals
Getting started with your sales activities
- Understanding pipelines, stages, deals, companies, and tasks
- Import your sales data into Brevo
- Format your deals, companies, and notes import file
- Associate your companies, deals, and contacts
- Automate your sales activities (deals and tasks)
Customize your sales data
- Edit your deal card settings
- Add or remove columns on the Companies, Deals, or Tasks page
- Customize the creation form of your deals and companies
- Manage the attributes displayed on a contact, deal, or company details page
- Create and manage custom attributes for deals and companies
Pipelines and deals
- Create and manage multiple pipelines
- Edit the deal stages in your pipeline
- Create an automation after a deal stage is updated
- Forecast your expected sales using a weighted pipeline
- Import deals
Companies
- Import companies
- Create a company
- Update your companies in bulk
- Export your companies
- What are the default company attributes?
Tasks, notes & attachment files
- Create a task
- Create an automation to automatically create tasks
- View and manage your tasks
- Import notes
- Add a note to a contact, company, or deal's history