Close CRM: Managing lead statuses and pipeline overview

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

1. 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.Close CRM· Lead routing & booking
2. 7:182:15Managing lead statuses and pipeline overviewCurrentA 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” →

Sync leads to CRM

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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.@CloseDr
2. 7:322:09Configuring Custom Lead Fields and ActivitiesDemonstrates how to build custom fields and activity types to track specific lead data like organic source and contact outcomes.@CloseDr
3. 11:292:32Navigating Lead Profiles and Activity HistoryShows the lead profile view in Close, including contact information, historical activity logs, and opportunity status.@CloseDr
4. 17:451:54Managing Sales Pipelines and Deal StagesWalks through the pipeline view, showing how to move deals through stages from demo to contract.@CloseDr
5. 32:262:52Sales Activity Reporting and Funnel ViewsDemonstrates the reporting dashboard, filtering by activity type, call duration, and funnel conversion metrics.@CloseDr
6. 40:502:41Setting Up Smart Views for Lead ManagementDemonstrates how to create 'Smart Views' using filters to organize leads into actionable buckets for sales reps.@CloseDr
7. 2:151:59Managing the Close CRM InboxDemonstrates how to navigate the centralized inbox in Close to manage tasks, emails, and lead assignments.@JordanRPark
8. 9:592:05Creating opportunities and lead profilesWalks through creating a new lead profile and adding specific sales opportunities with deal values.@JordanRPark
9. 13:331:39Customizing lead statuses and stagesDemonstrates how to modify lead statuses and drag-and-drop stages to match a specific sales process.@JordanRPark
10. 18:542:41Pipeline management in CloseShows how to build and manage multiple sales pipelines and move deals between stages.@JordanRPark
11. 7:182:15Managing lead statuses and pipeline overviewCurrentA walkthrough of the lead profile view in Close, showing how to organize accounts by statuses such as 'Qualified', 'Interested', and 'Active'.@CloseDr
12. 9:372:54Setting Workflow Enrollment TriggersShows how to configure triggers and filters to automatically enroll leads into a specific workflow based on status or opportunity events.@JordanRPark