1:402:40Configuring Phone Settings and Dialer in CloseThe presenter demonstrates how to set up a US-based phone number, configure country codes, and adjust microphone and recording settings within the Close CRM dialer.Close CRM· Parallel/power dialer
13:336:18Customizing Pipeline Stages and Lead StatusesA step-by-step guide on creating custom pipeline stages (e.g., Discovery, Proposal, Won/Lost) and defining lead statuses to match a specific sales process.Close CRM· Sync leads to CRM
19:489:30Creating Custom Activities and Lead PropertiesDemonstration of building custom activity fields to capture specific data points like 'Service Area' or 'Discovery Call Details' directly on the lead profile.Close CRM· Append firmographic/technographic data
36:304:21Setting up Automated Workflows in CloseShows how to use the 'Workflows' feature to automate lead updates and activity logging based on specific triggers like form submissions.Close CRM· Autonomous AI SDR
1:402:40Configuring Phone Settings and Dialer in CloseThe presenter demonstrates how to set up a US-based phone number, configure country codes, and adjust microphone and recording settings within the Close CRM dialer.Close CRM· Parallel/power dialer