Close CRM: Configuring Phone Settings and Dialer in Close

All demos from “The Step-by-Step Close CRM Setup Every Small Business Needs”

1. 1:402:40Configuring Phone Settings and Dialer in CloseCurrentThe presenter demonstrates how to set up a US-based phone number, configure country codes, and adjust microphone and recording settings within the Close CRM dialer.Close CRM· Parallel/power dialer
2. 13:336:18Customizing Pipeline Stages and Lead StatusesA step-by-step guide on creating custom pipeline stages (e.g., Discovery, Proposal, Won/Lost) and defining lead statuses to match a specific sales process.Close CRM· Sync leads to CRM
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.Close CRM· Append firmographic/technographic data
4. 36:304:21Setting up Automated Workflows in CloseShows how to use the 'Workflows' feature to automate lead updates and activity logging based on specific triggers like form submissions.Close CRM· Autonomous AI SDR
5. Watch “The Step-by-Step Close CRM Setup Every Small Business Needs” →

Parallel/power dialer

Close CRM9Orum12ConnectAndSell1Outreach1

1. 25:002:45Using the Close Power DialerDemonstrates the built-in dialer functionality for making outbound calls directly from lead lists and tracking call activities.@CloseDr
2. 2:301:35Setting up the Close CRM Predictive DialerThe video demonstrates the steps to enable the predictive dialer, assign users to groups, and configure voicemail and abandonment settings within the Close CRM interface.@CloseDr
3. 33:382:00Configuring the Close Power DialerShows the setup for the built-in dialer, including phone number registration and predictive dialing settings.@JordanRPark
4. 18:100:51Using the Close Power DialerBriefly demonstrates the integrated dialer interface for making calls directly from the lead list.@CloseDr
5. 0:571:48Making calls and managing voicemails in CloseDemonstrates how to initiate calls directly from lead profiles and manage voicemails within the CRM interface.@closecrm
6. 2:431:46Setting up Power and Predictive DialersShows the configuration of automated dialing systems including predictive dialing for high-volume outbound teams.@closecrm
7. 0:441:11Power dialing and lead views in CloseThe demo shows the 'Smart Views' interface and how to initiate a power dialing session to call through a list of prospects efficiently.@SoftwareFinds
8. 10:322:30Setting up the Close Power DialerShows the configuration of phone numbers and the integrated dialer settings, including the AI Notetaker for sales calls.@JordanRPark
9. 1:402:40Configuring Phone Settings and Dialer in CloseCurrentThe presenter demonstrates how to set up a US-based phone number, configure country codes, and adjust microphone and recording settings within the Close CRM dialer.@JordanRPark