Close CRM: Creating Custom Fields for Lead Records

All demos from “Getting Started: Customizing Lead Records in Close | Make Your CRM Work for You”

1. 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 CRM· Sync leads to CRM
2. 6:001:37Creating Custom Fields for Lead RecordsCurrentShows the process of adding new custom fields, labeling them, and choosing data types to capture specific prospect information.Close CRM· Manage deals & pipeline
3. 7:361:38Setting Up Custom Activities in CloseWalks through creating and editing custom activities to log specific interactions beyond standard calls and emails.Close CRM· Manage deals & pipeline
4. Watch “Getting Started: Customizing Lead Records in Close | Make Your CRM Work for You” →

Manage deals & pipeline

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1. 6:001:37Creating Custom Fields for Lead RecordsCurrentShows the process of adding new custom fields, labeling them, and choosing data types to capture specific prospect information.Close
2. 7:361:38Setting Up Custom Activities in CloseWalks through creating and editing custom activities to log specific interactions beyond standard calls and emails.Close
3. 2:300:32Managing lead stages in the pipelineShows how to drag and drop leads through different pipeline stages such as 'Contacted' and 'Qualified'.SoftSavvy
4. 3:121:53Navigating the Close CRM lead dashboardA walkthrough of the lead section, showing how potential business opportunities and communication history are organized.Tutorials by Manizha & Ryan
5. 6:460:59Creating and managing opportunitiesDemonstrates how to add a specific deal value to an opportunity and categorize it within the sales list.Tutorials by Manizha & Ryan