SoftwareFinds: AI Tutorials & Prompts
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SoftwareFinds Tutorials
3 demos
Oct 2025 · 1.2K viewsSoftwareFinds
SoftwareFinds0:441:11Close CRM
Power dialing and lead views in CloseThe demo shows the 'Smart Views' interface and how to initiate a power dialing session to call through a list of prospects efficiently.Parallel/power dialer
3:011:05Close CRM
Call 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.Sync leads to CRM6:572:18Close CRM
Building automated sales workflowsThe video walks through setting up a multi-step sequence (Workflows) including automated emails, follow-up tasks, and conditional logic.Multichannel (email+LI+call)