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 CRM· Sync leads to CRM
6:001:37Creating Custom Fields for Lead RecordsShows the process of adding new custom fields, labeling them, and choosing data types to capture specific prospect information.Close CRM· Manage deals & pipeline
7:361:38Setting Up Custom Activities in CloseWalks through creating and editing custom activities to log specific interactions beyond standard calls and emails.Close CRM· Manage deals & pipeline
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 CRM· Sync leads to CRM