Close CRM Tutorial & Setup: The Most Complete Walkthrough Demo скачать в хорошем качестве

Close CRM Tutorial & Setup: The Most Complete Walkthrough Demo

Welcome to our Close CRM tutorial and setup video. 👉‍ Try Close CRM for free: https://businessolution.org/get/close/ In this video, I’ll walk you through how to set up your Close CRM account from scratch while also providing a beginner-friendly tutorial on its key features. Whether you’re new to Close CRM or just looking to understand it better, this guide will cover everything you need to know. Here’s what we’ll cover: How to create your Close CRM account Navigating basic settings Adding lead statuses and pipelines Creating custom activities Crafting smart views to optimize your sales process You can use the timestamps below to jump to specific sections of the video. Also, if you're interested in trying Close CRM, feel free to use the affiliate link below to sign up. We’ve partnered with Close to offer you better deals in the future! Timestamps: 0:00 - Creating a Close CRM Account 1:00 - Syncing Your Email with Close CRM 2:12 - Verifying Email and Basic Account Setup 3:03 - Navigating Account Settings 3:15 - Switching to the Enterprise Plan for Custom Activities 3:52 - Adjusting Basic Settings (Currency, Team, Roles) 5:07 - Integration Links and Scheduling Links Setup 6:14 - Phone Number and Voicemail Setup 7:52 - Configuring Email Signature and Integrations 8:30 - Call Assistant Services Overview 8:36 - Customizing Your Sales Process: Lead Statuses 10:25 - Creating Opportunity Pipelines and Statuses 16:35 - Setting Up Custom Activities 25:18 - Documenting Activities in Close CRM 44:03 - Introduction to Smart Views 47:26 - Creating Smart Views for Lead Management 57:26 - Close CRM Features Overview If you have any questions, feel free to drop them in the comments or reach out to me directly. This setup will give you a great starting point, but every sales process is unique, so feel free to tweak it based on your needs. A little disclosure: there are affiliate links on this page! That just means if you click on a link, find something you like and buy it, we'll make some cash. 👉‍ Try Close CRM for free: https://businessolution.org/get/close/