Close CRM: Lead and Contact Hierarchy in Close

All demos from “Close CRM Tutorial 2025 (full demo)”

1. 3:242:51Lead and Contact Hierarchy in CloseCurrentDemonstrates the lead and contact structure, showing how to organize company information, email addresses, and custom fields within a lead profile.Close CRM· Sync leads to CRM
2. 7:472:50Managing Custom Fields and OpportunitiesShows how to create and manage custom fields (single choice, date, multi-drop) to track specific prospect data and opportunity statuses.Close CRM· Append firmographic/technographic data
3. 19:373:05Building Automated WorkflowsWalks through setting up automated sequences in Close, including triggers, email sending delays, and SMS steps.Close CRM· Build a cold-email sequence
4. 25:002:45Using the Close Power DialerDemonstrates the built-in dialer functionality for making outbound calls directly from lead lists and tracking call activities.Close CRM· Parallel/power dialer
5. 28:291:25Sales Activity Reporting and DashboardsA walkthrough of the reporting interface to track completed activities, call volume, and sales performance metrics.Close CRM· Lead routing & booking
6. Watch “Close CRM Tutorial 2025 (full demo)” →

Sync leads to CRM

Close CRM12Pipedrive12Salesloft12Clay9Apollo6Smartlead5Lusha5Waalaxy4Snov.io4Outreach4Instantly3Dripify3ZoomInfo2Lead Loft2HeyReach1Reply.io1Expandi1Hunter1ConnectAndSell1NeverBounce1Cognism1Orum1GoHighLevel1

1. 3:242:51Lead and Contact Hierarchy in CloseCurrentDemonstrates the lead and contact structure, showing how to organize company information, email addresses, and custom fields within a lead profile.@CloseDr
2. 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.@CloseDr
3. 11:292:32Navigating Lead Profiles and Activity HistoryShows the lead profile view in Close, including contact information, historical activity logs, and opportunity status.@CloseDr
4. 17:451:54Managing Sales Pipelines and Deal StagesWalks through the pipeline view, showing how to move deals through stages from demo to contract.@CloseDr
5. 32:262:52Sales Activity Reporting and Funnel ViewsDemonstrates the reporting dashboard, filtering by activity type, call duration, and funnel conversion metrics.@CloseDr
6. 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.@CloseDr
7. 2:151:59Managing the Close CRM InboxDemonstrates how to navigate the centralized inbox in Close to manage tasks, emails, and lead assignments.@JordanRPark
8. 9:592:05Creating opportunities and lead profilesWalks through creating a new lead profile and adding specific sales opportunities with deal values.@JordanRPark
9. 13:331:39Customizing lead statuses and stagesDemonstrates how to modify lead statuses and drag-and-drop stages to match a specific sales process.@JordanRPark
10. 18:542:41Pipeline management in CloseShows how to build and manage multiple sales pipelines and move deals between stages.@JordanRPark
11. 7:182:15Managing lead statuses and pipeline overviewA walkthrough of the lead profile view in Close, showing how to organize accounts by statuses such as 'Qualified', 'Interested', and 'Active'.@CloseDr
12. 9:372:54Setting Workflow Enrollment TriggersShows how to configure triggers and filters to automatically enroll leads into a specific workflow based on status or opportunity events.@JordanRPark