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Learn how to use Close CRM with this tutorial! From setting up workflows to maximizing its features, this video will guide you through everything you need to know about Close CRM. Whether you’re new to Close CRM or looking for tips to improve your workflow, this tutorial has got you covered!
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0:00 Get Close
0:44 Inbox
1:56 Leads View
4:45 Contacts
5:04 How To Import Leads/Contacts onto Close
6:28 Contacts View
7:29 Opportunities (Sales Pipeline)
9:20 Sales Automations
10:26 Conversations (Phone Tracking)
10:24 Reports & Smart Views (IMPORTANT!)
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