Close CRM: Setting up team roles and permissions in Close

All demos from “Close CRM Tutorial (Updated for 2024) | Beginner's Guide”

1. 3:531:18Setting up team roles and permissions in CloseCurrentThe video demonstrates how to navigate settings to create groups, assign roles like 'Closers' or 'Setters', and manage team permissions.Close CRM· Lead routing & booking
2. 7:182:15Managing lead statuses and pipeline overviewA walkthrough of the lead profile view in Close, showing how to organize accounts by statuses such as 'Qualified', 'Interested', and 'Active'.Close CRM· Sync leads to CRM
3. 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.Close CRM· Append firmographic/technographic data
4. 13:283:07Building automated workflows and email sequencesShows the workflow builder in Close, including setting triggers, adding email templates with merge tags, and defining follow-up actions.Close CRM· Build a cold-email sequence
5. 18:100:51Using the Close Power DialerBriefly demonstrates the integrated dialer interface for making calls directly from the lead list.Close CRM· Parallel/power dialer
6. Watch “Close CRM Tutorial (Updated for 2024) | Beginner's Guide” →

Lead routing & booking

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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 DashboardsA 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 CloseCurrentThe video demonstrates how to navigate settings to create groups, assign roles like 'Closers' or 'Setters', and manage team permissions.Sam Queen, CloseDr