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Close CRM: Setting up Custom Fields and Lead Requirements

Close CRMTry it →@CloseDr ·

Demo summary

A step-by-step guide on creating custom lead fields, setting required data points for reps, and organizing lead information sections.

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 CRMSync 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 CRMSync 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 CRMMultichannel (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 CRMBuild a cold-email sequence
  5. Watch “Step-by-step 30 min Close CRM Build For High-Ticket Businesses” →

Sync leads to CRM

  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 overviewA 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
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