Close CRM: Managing lead stages in the pipeline

All demos from “Master Close CRM in 7 Minutes - Complete Beginner Guide 2026!”

1. 1:271:06Importing leads via CSV to Close CRMDemonstrates how to upload a CSV file, map data fields like name and phone number, and merge entries into the CRM.Close CRM· Sync leads to CRM
2. 2:300:32Managing lead stages in the pipelineCurrentShows how to drag and drop leads through different pipeline stages such as 'Contacted' and 'Qualified'.Close CRM· Manage deals & pipeline
3. 3:000:56Creating automated sequences in CloseWalks through setting up automated follow-up steps including emails, SMS, and manual tasks within a sequence.Close CRM· Build a cold-email sequence
4. Watch “Master Close CRM in 7 Minutes - Complete Beginner Guide 2026!” →

Manage deals & pipeline

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1. 6:001:37Creating Custom Fields for Lead RecordsShows the process of adding new custom fields, labeling them, and choosing data types to capture specific prospect information.Close
2. 7:361:38Setting Up Custom Activities in CloseWalks through creating and editing custom activities to log specific interactions beyond standard calls and emails.Close
3. 2:300:32Managing lead stages in the pipelineCurrentShows how to drag and drop leads through different pipeline stages such as 'Contacted' and 'Qualified'.SoftSavvy
4. 3:121:53Navigating the Close CRM lead dashboardA walkthrough of the lead section, showing how potential business opportunities and communication history are organized.Tutorials by Manizha & Ryan
5. 6:460:59Creating and managing opportunitiesDemonstrates how to add a specific deal value to an opportunity and categorize it within the sales list.Tutorials by Manizha & Ryan