5:472:58Configuring Custom Activities in CloseThe video demonstrates how to build custom activities to track specific sales funnel events like triage calls and strategy sessions.Close CRM· Sync leads to CRM
10:085:41Setting up Custom Fields and Lead RequirementsA step-by-step guide on creating custom lead fields, setting required data points for reps, and organizing lead information sections.Close CRM· Sync leads to CRM
19:467:21Creating Smart Views for Lead ManagementShows how to use filters to create 'Smart Views' that help sales reps and closers manage their daily outreach and follow-ups based on lead status.Close CRM· Multichannel (email+LI+call)
27:053:05Setting up Automated Workflows and SMS SequencesDemonstrates the creation of automated workflows in Close, including SMS follow-ups and delay steps for lead nurturing.Close CRM· Build a cold-email sequence
5:472:58Configuring Custom Activities in CloseThe video demonstrates how to build custom activities to track specific sales funnel events like triage calls and strategy sessions.Close CRM· Sync leads to CRM