Close CRM: Creating Smart Views with lead filters
Close CRMAll demos from “Close CRM Review 2026 | Full Demo + Features, Workflows & Dialer”
- 2:495:01Lead creation and custom fields in CloseDemonstrates 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
- 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
- 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
- 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
- 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)
- 26:285:27Creating Smart Views with lead filtersCurrentDemonstrates 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
- Watch “Close CRM Review 2026 | Full Demo + Features, Workflows & Dialer” →
Build a list from ICP filters
39:163:07Creating Smart Views with lead filtersDemonstrates how to use advanced filtering to create 'Smart Views' for targeted prospecting lists.@JordanRPark- 26:285:27Creating Smart Views with lead filtersCurrentDemonstrates using advanced filters (activity date, communication status, time zones) to create dynamic 'Smart Views' for sales prospecting.@JordanRPark