Creating custom fields in Close CRM

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 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 CRMCurrentDemonstrates 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” →

Append firmographic/technographic data

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1. 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.Jordan Park | RevPilot — Close CRM & Sales Ops
2. 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.Jordan Park | RevPilot — Close CRM & Sales Ops
3. 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.Sam Queen, CloseDr
4. 11:571:32Creating custom fields in Close CRMCurrentDemonstrates how to add custom opportunity fields and data types (like date or multiple select) to capture specific prospect information.Sam Queen, CloseDr