Close CRM Tutorial: How To Use Close CRM For Beginners

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Tutorials by Manizha & Ryan·347 views · Sep 2024

Clips

1. 2:071:07Configure Gmail integration in CloseThe video demonstrates how to connect a Gmail account to the Close CRM inbox to sync emails.Close CRM· Sync leads to CRM
2. 3:121:53Navigating the Close CRM lead dashboardA walkthrough of the lead section, showing how potential business opportunities and communication history are organized.Close CRM· Manage deals & pipeline
3. 5:031:45Adding and categorizing contacts in CloseShows the process of adding new contacts or importing pre-existing ones and assigning statuses to them.Close CRM· Sync leads to CRM
4. 6:460:59Creating and managing opportunitiesDemonstrates how to add a specific deal value to an opportunity and categorize it within the sales list.Close CRM· Manage deals & pipeline