Master Close CRM in 7 Minutes - Complete Beginner Guide 2026!

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SoftSavvy·428 views · Apr 2025

Clips

1. 1:271:06Importing leads via CSV to Close CRMDemonstrates how to upload a CSV file, map data fields like name and phone number, and merge entries into the CRM.Close CRM· Sync leads to CRM
2. 2:300:32Managing lead stages in the pipelineShows how to drag and drop leads through different pipeline stages such as 'Contacted' and 'Qualified'.Close CRM· Manage deals & pipeline
3. 3:000:56Creating automated sequences in CloseWalks through setting up automated follow-up steps including emails, SMS, and manual tasks within a sequence.Close CRM· Build a cold-email sequence