Close CRM: Managing Custom Fields and Opportunities

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

1. 3:242:51Lead and Contact Hierarchy in CloseDemonstrates 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 OpportunitiesCurrentShows 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)” →

Append firmographic/technographic data

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1. 7:472:50Managing Custom Fields and OpportunitiesCurrentShows how to create and manage custom fields (single choice, date, multi-drop) to track specific prospect data and opportunity statuses.@CloseDr
2. 11:571:32Creating custom fields in Close CRMDemonstrates how to add custom opportunity fields and data types (like date or multiple select) to capture specific prospect information.@CloseDr
3. 19:489:30Creating Custom Activities and Lead PropertiesDemonstration of building custom activity fields to capture specific data points like 'Service Area' or 'Discovery Call Details' directly on the lead profile.@JordanRPark
4. 4:541:45Automated Lead Enrichment WorkflowDemonstration of using Close CRM's internal workflow tools to enrich lead data and update custom fields based on activity triggers.@JordanRPark