Close CRM: Creating Smart Views with lead filters

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

1. 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
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 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
7. Watch “Close CRM Review 2026 | Full Demo + Features, Workflows & Dialer” →

Build a list from ICP filters

Close CRM2Apollo12LinkedIn Sales Navigator12ZoomInfo12Clay12Instantly11Lusha9Snov.io6Pipedrive5Waalaxy5Hunter3Smartlead2Cognism2Dripify2Reply.io2lemlist1Outreach1n8n1Expandi1Lead Loft1Salesloft1HeyReach1AimFox1

1. 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.Jordan Park | RevPilot — Close CRM & Sales Ops
2. 39:163:07Creating Smart Views with lead filtersDemonstrates how to use advanced filtering to create 'Smart Views' for targeted prospecting lists.Jordan Park | RevPilot — Close CRM & Sales Ops