Close CRM: Updating Opportunities and Sales Stages

All demos from “Close CRM 2026 Demo (Close.io Everything You Need to Know)”

1. 4:152:49Managing Leads and Contacts in CloseDemonstrates the interface for organizing individual contacts and company-level leads within the CRM.Close CRM· Sync leads to CRM
2. 7:554:21Updating Opportunities and Sales StagesCurrentShows how to update a lead's status, mark opportunities as won or lost, and create follow-up tasks.Close CRM· Lead routing & booking
3. 13:232:27Setting up Automated Workflows and SequencesWalks through the creation of automated email and text sequences (workflows) triggered by lead status changes.Close CRM· Build a cold-email sequence
4. Watch “Close CRM 2026 Demo (Close.io Everything You Need to Know)” →

Lead routing & booking

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1. 7:554:21Updating Opportunities and Sales StagesCurrentShows how to update a lead's status, mark opportunities as won or lost, and create follow-up tasks.Katie Bani
2. 28:291:25Sales Activity Reporting and DashboardsA walkthrough of the reporting interface to track completed activities, call volume, and sales performance metrics.Sam Queen, CloseDr
3. 3:531:18Setting up team roles and permissions in CloseThe video demonstrates how to navigate settings to create groups, assign roles like 'Closers' or 'Setters', and manage team permissions.Sam Queen, CloseDr