3:242:51Lead and Contact Hierarchy in CloseDemonstrates the lead and contact structure, showing how to organize company information, email addresses, and custom fields within a lead profile.Close CRM· Sync leads to CRM
7:472:50Managing Custom Fields and OpportunitiesShows how to create and manage custom fields (single choice, date, multi-drop) to track specific prospect data and opportunity statuses.Close CRM· Append firmographic/technographic data
19:373:05Building Automated WorkflowsWalks through setting up automated sequences in Close, including triggers, email sending delays, and SMS steps.Close CRM· Build a cold-email sequence
25:002:45Using the Close Power DialerDemonstrates the built-in dialer functionality for making outbound calls directly from lead lists and tracking call activities.Close CRM· Parallel/power dialer
28:291:25Sales Activity Reporting and DashboardsA walkthrough of the reporting interface to track completed activities, call volume, and sales performance metrics.Close CRM· Lead routing & booking
3:242:51Lead and Contact Hierarchy in CloseDemonstrates the lead and contact structure, showing how to organize company information, email addresses, and custom fields within a lead profile.Close CRM· Sync leads to CRM