Overview:
Streamline your process in Brevo by efficiently importing deals from your CRM. Enhance user experience and simplify navigation by incorporating relevant tags for quick identification. This comprehensive guide offers a seamless step-by-step process for creating and utilizing tags, optimizing efficiency and clarity in deal management within the Brevo platform.
1. Start by setting up your first deal.
![1 Click on "Create your first deal"](https://media.supademo.com/clqxx5kg816lipeqh9xegp4fr/d-GVp9OSz6OwAagE2V.png)
2. Next, opt for the option to import deals.
![2 Click on "Import deals"](https://media.supademo.com/clqxx5x6516lxpeqh00scubsa/7W6w_HqefjKrriWFSR.png)
3. Now, proceed to upload your CRM deal sheet.
![3 Click here](https://media.supademo.com/clqxx659q16mapeqhnzfwbgwp/XQrLzqHZ86MpI9eK-j.png)
4. Afterward, ensure that your file is confirmed.
![4 Click on "Confirm your file"](https://media.supademo.com/clqxx6bug16mjpeqha8724ttm/xOMd3lw3G6hB_OfgFy.png)
5. Carefully map out any deal details that shouldn't be imported.
![5 Click on "Do not import"](https://media.supademo.com/clqxx6jzd16mwpeqhrv2g1vf5/BsH9KPLf_9LQfG_fio.png)
6. Then, go ahead and affirm your choices.
![6 Click on "Confirm"](https://media.supademo.com/clqxx7hz716pdpeqhz9jx3fr9/nJipBtxfTaeTz0Bq-d.png)
7. Lastly, verify your import to finalize the process successfully.
![7 Click on "Confirm your import"](https://media.supademo.com/clqxx7ltt16pipeqh8wpruhyp/JUFRsryvy18dkXUX58.png)
Create your own step-by-step demo
Scale up your training and product adoption with beautiful AI-powered interactive demos and guides. Create your first Supademo in seconds for free.