NEW: Organize your team in Close with Groups →

Close basic training videos

Today we’re excited to launch the first 4 training videos on how to successfully setup Close

1) How to setup your email account in Close

Close offers the most powerful email integration for CRM systems out there. This training video will show you how to setup your email account within Close so that all your sales communication is automatically tracked.

2) How to create email templates

This Close training video will teach you how to setup email templates to improve your workflow and save you time while emailing leads and customers.

3) Leads and customizing your lead statuses

Learn how leads work in Close and how to customize your lead statuses to track your sales pipeline effectively.

4) Opportunities and pipeline management

Learn how to customize your opportunities and manage your pipeline in Close.

Let us know how you like these basic training videos and what topics you would like us to create new videos on!