Close CRM: Setting Up Smart Views for Lead Management
Close CRM
Demo summary
Demonstrates how to create 'Smart Views' using filters to organize leads into actionable buckets for sales reps.
All demos from “Close CRM Tutorial 2026 (full demo)”
- 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.Close CRM· Sync leads to CRM
- 11:292:32Navigating Lead Profiles and Activity HistoryShows the lead profile view in Close, including contact information, historical activity logs, and opportunity status.Close CRM· Sync leads to CRM
- 17:451:54Managing Sales Pipelines and Deal StagesWalks through the pipeline view, showing how to move deals through stages from demo to contract.Close CRM· Sync leads to CRM
- 32:262:52Sales Activity Reporting and Funnel ViewsDemonstrates the reporting dashboard, filtering by activity type, call duration, and funnel conversion metrics.Close CRM· Sync leads to CRM
- 36:212:14Creating Automated Email WorkflowsShows how to build an automated sequence (workflow) in Close, including template selection and scheduling delays.Close CRM· Build a cold-email sequence
- 40:502:41Setting Up Smart Views for Lead ManagementCurrentDemonstrates how to create 'Smart Views' using filters to organize leads into actionable buckets for sales reps.Close CRM· Sync leads to CRM
- Watch “Close CRM Tutorial 2026 (full demo)” →
Sync leads to CRM
- 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
- 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
- 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
- 32:262:52Sales Activity Reporting and Funnel ViewsDemonstrates the reporting dashboard, filtering by activity type, call duration, and funnel conversion metrics.Sam Queen, CloseDr
- 40:502:41Setting Up Smart Views for Lead ManagementCurrentDemonstrates how to create 'Smart Views' using filters to organize leads into actionable buckets for sales reps.Sam Queen, CloseDr
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- 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
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
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
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
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
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