Close CRM: Creating Custom Activities and Lead Properties
Close CRMAll demos from “The Step-by-Step Close CRM Setup Every Small Business Needs”
- 1:402:40Configuring Phone Settings and Dialer in CloseThe 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
- 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
- 19:489:30Creating Custom Activities and Lead PropertiesCurrentDemonstration 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
- 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
- Watch “The Step-by-Step Close CRM Setup Every Small Business Needs” →
Append firmographic/technographic data
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.@CloseDr
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- 19:489:30Creating Custom Activities and Lead PropertiesCurrentDemonstration of building custom activity fields to capture specific data points like 'Service Area' or 'Discovery Call Details' directly on the lead profile.@JordanRPark
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