Close CRM: Setting up Custom Fields and Lead Requirements

All demos from “Step-by-step 30 min Close CRM Build For High-Ticket Businesses”

1. 5:472:58Configuring Custom Activities in CloseThe video demonstrates how to build custom activities to track specific sales funnel events like triage calls and strategy sessions.Close CRM· Sync leads to CRM
2. 10:085:41Setting up Custom Fields and Lead RequirementsCurrentA step-by-step guide on creating custom lead fields, setting required data points for reps, and organizing lead information sections.Close CRM· Sync leads to CRM
3. 19:467:21Creating Smart Views for Lead ManagementShows how to use filters to create 'Smart Views' that help sales reps and closers manage their daily outreach and follow-ups based on lead status.Close CRM· Multichannel (email+LI+call)
4. 27:053:05Setting up Automated Workflows and SMS SequencesDemonstrates the creation of automated workflows in Close, including SMS follow-ups and delay steps for lead nurturing.Close CRM· Build a cold-email sequence
5. Watch “Step-by-step 30 min Close CRM Build For High-Ticket Businesses” →

Sync leads to CRM

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1. 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.Sam Queen, CloseDr
2. 11:292:32Navigating Lead Profiles and Activity HistoryShows the lead profile view in Close, including contact information, historical activity logs, and opportunity status.Sam Queen, CloseDr
3. 17:451:54Managing Sales Pipelines and Deal StagesWalks through the pipeline view, showing how to move deals through stages from demo to contract.Sam Queen, CloseDr
4. 32:262:52Sales Activity Reporting and Funnel ViewsDemonstrates the reporting dashboard, filtering by activity type, call duration, and funnel conversion metrics.Sam Queen, CloseDr
5. 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.Sam Queen, CloseDr
6. 2:495:01Lead creation and custom fields in CloseDemonstrates how to manually add a lead, input contact details like URLs and phone numbers, and configure custom lead statuses and opportunities.Jordan Park | RevPilot — Close CRM & Sales Ops
7. 17:311:11Sales pipeline and opportunity managementDemonstrates how to manage the deal pipeline, toggle between different views, and track opportunity values and statuses.Jordan Park | RevPilot — Close CRM & Sales Ops
8. 2:462:57Customizing Lead Statuses and Pipelines in CloseDemonstrates how to navigate to settings to edit lead statuses and define pipeline stages to match a company's unique sales funnel.Close
9. 2:422:10Automating Opportunity Creation in Close CRMA walkthrough of setting up a workflow trigger that automatically creates a sales opportunity when a specific lead status or custom property is updated.Jordan Park | RevPilot — Close CRM & Sales Ops
10. 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.Jordan Park | RevPilot — Close CRM & Sales Ops
11. 3:011:05Call recording and transcription in CloseA demonstration of the call activity log, showing how Close automatically records, transcribes, and summarizes phone conversations within the lead profile.SoftwareFinds
12. 2:151:59Managing the Close CRM InboxDemonstrates how to navigate the centralized inbox in Close to manage tasks, emails, and lead assignments.Jordan Park | RevPilot — Close CRM & Sales Ops