0:361:02Connecting email accounts to Close CRMDemonstrates how to navigate to settings to connect an external email account and configure signatures for a centralized inbox.Close CRM· Set up domains & inboxes (SPF/DKIM/DMARC)
1:361:27Sending individual emails from lead recordsShows the interface for selecting a contact and sending a direct email message within the CRM view.Close CRM· Build a cold-email sequence
3:001:19Creating and managing email templatesWalks through the template settings to create subject lines, body content, and shared snippets for the organization.Close CRM· Build a cold-email sequence
4:171:44Bulk emailing and automated workflowsDemonstrates how to filter lead lists and enroll them into bulk email workflows or automated sequences.Close CRM· Send at scale with inbox rotation
0:361:02Connecting email accounts to Close CRMDemonstrates how to navigate to settings to connect an external email account and configure signatures for a centralized inbox.Close CRM· Set up domains & inboxes (SPF/DKIM/DMARC)