Close CRM: Sales Activity Reporting and Dashboards

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 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 DashboardsCurrentA 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)” →

Lead routing & booking

Close CRM3Pipedrive8Instantly1Waalaxy1Smartlead1Apollo1

1. 7:554:21Updating Opportunities and Sales StagesShows 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 DashboardsCurrentA 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