Close CRM: Configuring the Close Power Dialer

All demos from “Close CRM Tutorial (2025) — How to Use It Like a Pro”

1. 2:151:59Managing the Close CRM InboxDemonstrates how to navigate the centralized inbox in Close to manage tasks, emails, and lead assignments.Close CRM· Sync leads to CRM
2. 4:140:55Making calls and sending messages in CloseShows the interface for initiating phone calls and SMS messages directly from a lead's timeline.Close CRM· Multichannel (email+LI+call)
3. 9:592:05Creating opportunities and lead profilesWalks through creating a new lead profile and adding specific sales opportunities with deal values.Close CRM· Sync leads to CRM
4. 13:331:39Customizing lead statuses and stagesDemonstrates how to modify lead statuses and drag-and-drop stages to match a specific sales process.Close CRM· Sync leads to CRM
5. 18:542:41Pipeline management in CloseShows how to build and manage multiple sales pipelines and move deals between stages.Close CRM· Sync leads to CRM
6. 23:124:25Setting up automated workflows and sequencesDemonstrates creating automated email and SMS sequences with specific time delays and triggers.Close CRM· Build a cold-email sequence
7. 33:382:00Configuring the Close Power DialerCurrentShows the setup for the built-in dialer, including phone number registration and predictive dialing settings.Close CRM· Parallel/power dialer
8. 39:163:07Creating Smart Views with lead filtersDemonstrates how to use advanced filtering to create 'Smart Views' for targeted prospecting lists.Close CRM· Build a list from ICP filters
9. Watch “Close CRM Tutorial (2025) — How to Use It Like a Pro” →

Parallel/power dialer

Close CRM9Orum12ConnectAndSell1Outreach1

1. 25:002:45Using the Close Power DialerDemonstrates the built-in dialer functionality for making outbound calls directly from lead lists and tracking call activities.@CloseDr
2. 2:301:35Setting up the Close CRM Predictive DialerThe video demonstrates the steps to enable the predictive dialer, assign users to groups, and configure voicemail and abandonment settings within the Close CRM interface.@CloseDr
3. 33:382:00Configuring the Close Power DialerCurrentShows the setup for the built-in dialer, including phone number registration and predictive dialing settings.@JordanRPark
4. 18:100:51Using the Close Power DialerBriefly demonstrates the integrated dialer interface for making calls directly from the lead list.@CloseDr
5. 0:571:48Making calls and managing voicemails in CloseDemonstrates how to initiate calls directly from lead profiles and manage voicemails within the CRM interface.@closecrm
6. 2:431:46Setting up Power and Predictive DialersShows the configuration of automated dialing systems including predictive dialing for high-volume outbound teams.@closecrm
7. 0:441:11Power dialing and lead views in CloseThe demo shows the 'Smart Views' interface and how to initiate a power dialing session to call through a list of prospects efficiently.@SoftwareFinds
8. 10:322:30Setting up the Close Power DialerShows the configuration of phone numbers and the integrated dialer settings, including the AI Notetaker for sales calls.@JordanRPark
9. 1:402:40Configuring Phone Settings and Dialer in CloseThe presenter demonstrates how to set up a US-based phone number, configure country codes, and adjust microphone and recording settings within the Close CRM dialer.@JordanRPark