Jordan Park | RevPilot — Close CRM & Sales Ops: AI Tutorials & Prompts
Jordan Park | RevPilot — Close CRM & Sales Ops
@jordanrpark861 subscribers75.4K views98 videosUnited States
We fix sales ops in Close CRM for founders, coaches, and sales teams. Weekly audits, teardowns, and playbooks. Jordan Park • RevPilot. Want hands-on help? Visit: https://www.revpilot.co/contact Check Out Close CRM Free For 14 Days: https://refer.close.com/ayul3ij4alee-bs6t7h
Jordan Park | RevPilot — Close CRM & Sales Ops Tutorials
27 demos
Apr 2026 · 420 viewsJordan Park | RevPilot — Close CRM & Sales Ops
Jordan Park | RevPilot — Close CRM & Sales Ops4:084:29Close CRM
Live test call with Close AI agent ChloeA live demonstration of a voice conversation with the Chloe AI agent, showing its ability to handle discovery questions and book a meeting on a calendar.Autonomous AI SDR
8:575:39Close CRM
Configuring AI agent skills and instructionsA walkthrough of the backend setup in Close CRM, including configuring agent skills, knowledge base URLs, custom fields, and call transfer settings.Autonomous AI SDR14:511:25Close CRM
Reviewing AI call outcomes and performanceDemonstration of the reporting dashboard showing call outcomes, sentiment analysis, and lead progression metrics within the CRM.Autonomous AI SDR
Feb 2026 · 775 viewsJordan Park | RevPilot — Close CRM & Sales Ops
Jordan Park | RevPilot — Close CRM & Sales Ops2:495:01Close CRM
Lead 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.Sync leads to CRM10:322:30Close CRM
Setting up the Close Power DialerShows the configuration of phone numbers and the integrated dialer settings, including the AI Notetaker for sales calls.Parallel/power dialer14:001:09Close CRM
Managing email templates and snippetsWalks through the creation of sales email templates and snippets for standardized outbound communication.Build a cold-email sequence
Aug 2025 · 623 viewsJordan Park | RevPilot — Close CRM & Sales Ops
Jordan Park | RevPilot — Close CRM & Sales Ops1:402:40Close CRM
Configuring Phone Settings and Dialer in CloseThe presenter demonstrates how to set up a US-based phone number, configure country codes, and adjust microphone and recording settings within the Close CRM dialer.Parallel/power dialer13:336:18Close CRM
Customizing 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.Sync leads to CRM19:489:30Close CRM
Creating 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.Append firmographic/technographic data36:304:21Close CRM
Setting up Automated Workflows in CloseShows how to use the 'Workflows' feature to automate lead updates and activity logging based on specific triggers like form submissions.Autonomous AI SDR
Sep 2025 · 377 viewsJordan Park | RevPilot — Close CRM & Sales Ops
Jordan Park | RevPilot — Close CRM & Sales Ops2:422:10Close CRM
Automating 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.Sync leads to CRM4:541:45Close CRM
Automated Lead Enrichment WorkflowDemonstration of using Close CRM's internal workflow tools to enrich lead data and update custom fields based on activity triggers.Append firmographic/technographic data15:212:32Close CRM
Re-engaging Stale Leads with Automated SequencesShows how to configure a workflow that detects leads with no recent communication and automatically enrolls them into a follow-up email sequence.Build a cold-email sequence
May 2025 · 3.1K viewsJordan Park | RevPilot — Close CRM & Sales Ops
Jordan Park | RevPilot — Close CRM & Sales Ops2:151:59Close CRM
Managing the Close CRM InboxDemonstrates how to navigate the centralized inbox in Close to manage tasks, emails, and lead assignments.Sync leads to CRM4:140:55Close CRM
Making calls and sending messages in CloseShows the interface for initiating phone calls and SMS messages directly from a lead's timeline.Multichannel (email+LI+call)9:592:05Close CRM
Creating opportunities and lead profilesWalks through creating a new lead profile and adding specific sales opportunities with deal values.Sync leads to CRM
May 2025 · 1.6K viewsJordan Park | RevPilot — Close CRM & Sales Ops
Jordan Park | RevPilot — Close CRM & Sales Ops1:222:41Close CRM
Creating Email Templates in CloseThe video demonstrates how to navigate to the settings to create and name new email templates for use in automated sequences.Build a cold-email sequence5:314:01Close CRM
Building a Multichannel WorkflowA step-by-step walkthrough of building a workflow cadence that combines email threads and SMS messages with specific time delays.Multichannel (email+LI+call)9:372:54Close CRM
Setting Workflow Enrollment TriggersShows how to configure triggers and filters to automatically enroll leads into a specific workflow based on status or opportunity events.Sync leads to CRM