Close CRM: Lead creation and custom fields in Close

All demos from “Close CRM Review 2026 | Full Demo + Features, Workflows & Dialer”

1. 2:495:01Lead creation and custom fields in CloseCurrentDemonstrates how to manually add a lead, input contact details like URLs and phone numbers, and configure custom lead statuses and opportunities.Close CRM· Sync leads to CRM
2. 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.Close CRM· Parallel/power dialer
3. 14:001:09Managing email templates and snippetsWalks through the creation of sales email templates and snippets for standardized outbound communication.Close CRM· Build a cold-email sequence
4. 17:311:11Sales pipeline and opportunity managementDemonstrates how to manage the deal pipeline, toggle between different views, and track opportunity values and statuses.Close CRM· Sync leads to CRM
5. 18:594:07Building automated sales workflowsShows how to create a multi-step workflow triggered by lead actions, including automated email sends and task creation for reps.Close CRM· Multichannel (email+LI+call)
6. 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.Close CRM· Build a list from ICP filters
7. Watch “Close CRM Review 2026 | Full Demo + Features, Workflows & Dialer” →

Sync leads to CRM

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1. 7:322:09Configuring Custom Lead Fields and ActivitiesDemonstrates how to build custom fields and activity types to track specific lead data like organic source and contact outcomes.Sam Queen, CloseDr
2. 11:292:32Navigating Lead Profiles and Activity HistoryShows the lead profile view in Close, including contact information, historical activity logs, and opportunity status.Sam Queen, CloseDr
3. 17:451:54Managing Sales Pipelines and Deal StagesWalks through the pipeline view, showing how to move deals through stages from demo to contract.Sam Queen, CloseDr
4. 32:262:52Sales Activity Reporting and Funnel ViewsDemonstrates the reporting dashboard, filtering by activity type, call duration, and funnel conversion metrics.Sam Queen, CloseDr
5. 40:502:41Setting Up Smart Views for Lead ManagementDemonstrates how to create 'Smart Views' using filters to organize leads into actionable buckets for sales reps.Sam Queen, CloseDr
6. 2:495:01Lead creation and custom fields in CloseCurrentDemonstrates how to manually add a lead, input contact details like URLs and phone numbers, and configure custom lead statuses and opportunities.Jordan Park | RevPilot — Close CRM & Sales Ops
7. 17:311:11Sales pipeline and opportunity managementDemonstrates how to manage the deal pipeline, toggle between different views, and track opportunity values and statuses.Jordan Park | RevPilot — Close CRM & Sales Ops
8. 2:462:57Customizing Lead Statuses and Pipelines in CloseDemonstrates how to navigate to settings to edit lead statuses and define pipeline stages to match a company's unique sales funnel.Close
9. 2:422:10Automating Opportunity Creation in Close CRMA walkthrough of setting up a workflow trigger that automatically creates a sales opportunity when a specific lead status or custom property is updated.Jordan Park | RevPilot — Close CRM & Sales Ops
10. 13:336:18Customizing Pipeline Stages and Lead StatusesA step-by-step guide on creating custom pipeline stages (e.g., Discovery, Proposal, Won/Lost) and defining lead statuses to match a specific sales process.Jordan Park | RevPilot — Close CRM & Sales Ops
11. 3:011:05Call recording and transcription in CloseA demonstration of the call activity log, showing how Close automatically records, transcribes, and summarizes phone conversations within the lead profile.SoftwareFinds
12. 2:151:59Managing the Close CRM InboxDemonstrates how to navigate the centralized inbox in Close to manage tasks, emails, and lead assignments.Jordan Park | RevPilot — Close CRM & Sales Ops