Close CRM 2026 Demo (Close.io Everything You Need to Know)

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Katie Bani·1.3K views · Jul 2025

Clips

1. 4:152:49Managing Leads and Contacts in CloseDemonstrates the interface for organizing individual contacts and company-level leads within the CRM.Close CRM· Sync leads to CRM
2. 7:554:21Updating Opportunities and Sales StagesShows how to update a lead's status, mark opportunities as won or lost, and create follow-up tasks.Close CRM· Lead routing & booking
3. 13:232:27Setting up Automated Workflows and SequencesWalks through the creation of automated email and text sequences (workflows) triggered by lead status changes.Close CRM· Build a cold-email sequence