Close CRM Tutorial 2026 (full demo)

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Sam Queen, CloseDr·3.5K views · Jan 2026

Clips

1. 7:322:09Configuring Custom Lead Fields and ActivitiesDemonstrates how to build custom fields and activity types to track specific lead data like organic source and contact outcomes.Close CRM· Sync leads to CRM
2. 11:292:32Navigating Lead Profiles and Activity HistoryShows the lead profile view in Close, including contact information, historical activity logs, and opportunity status.Close CRM· Sync leads to CRM
3. 17:451:54Managing Sales Pipelines and Deal StagesWalks through the pipeline view, showing how to move deals through stages from demo to contract.Close CRM· Sync leads to CRM
4. 32:262:52Sales Activity Reporting and Funnel ViewsDemonstrates the reporting dashboard, filtering by activity type, call duration, and funnel conversion metrics.Close CRM· Sync leads to CRM
5. 36:212:14Creating Automated Email WorkflowsShows how to build an automated sequence (workflow) in Close, including template selection and scheduling delays.Close CRM· Build a cold-email sequence
6. 40:502:41Setting Up Smart Views for Lead ManagementDemonstrates how to create 'Smart Views' using filters to organize leads into actionable buckets for sales reps.Close CRM· Sync leads to CRM