Close CRM: Creating Smart Views for Lead Management

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 RequirementsA 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 ManagementCurrentShows 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” →

Multichannel (email+LI+call)

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1. 18:594:07Building automated sales workflowsShows how to create a multi-step workflow triggered by lead actions, including automated email sends and task creation for reps.Jordan Park | RevPilot — Close CRM & Sales Ops
2. 6:572:18Building automated sales workflowsThe video walks through setting up a multi-step sequence (Workflows) including automated emails, follow-up tasks, and conditional logic.SoftwareFinds
3. 4:140:55Making calls and sending messages in CloseShows the interface for initiating phone calls and SMS messages directly from a lead's timeline.Jordan Park | RevPilot — Close CRM & Sales Ops
4. 5:314:01Building a Multichannel WorkflowA step-by-step walkthrough of building a workflow cadence that combines email threads and SMS messages with specific time delays.Jordan Park | RevPilot — Close CRM & Sales Ops
5. 19:467:21Creating Smart Views for Lead ManagementCurrentShows 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.Sam Queen, CloseDr