Close CRM: Creating Smart Views with lead filters
Close CRMAll demos from “Close CRM Tutorial (2025) — How to Use It Like a Pro”
- 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
- 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)
- 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
- 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
- 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
- 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
- 33:382:00Configuring the Close Power DialerShows the setup for the built-in dialer, including phone number registration and predictive dialing settings.Close CRM· Parallel/power dialer
- 39:163:07Creating Smart Views with lead filtersCurrentDemonstrates how to use advanced filtering to create 'Smart Views' for targeted prospecting lists.Close CRM· Build a list from ICP filters
- Watch “Close CRM Tutorial (2025) — How to Use It Like a Pro” →
Build a list from ICP filters
- 39:163:07Creating Smart Views with lead filtersCurrentDemonstrates how to use advanced filtering to create 'Smart Views' for targeted prospecting lists.@JordanRPark
26:285:27Creating Smart Views with lead filtersDemonstrates using advanced filters (activity date, communication status, time zones) to create dynamic 'Smart Views' for sales prospecting.@JordanRPark