How to do everything in Close — step by step

Close CRM is a sales management platform founded in 2013, targeting inside sales teams that make high-frequency calls, emails, and follow-ups. It stands out for its predictive dialer and direct communication capabilities, focusing on contact speed and systematic follow-through.

How to automate lead profiling

How to block a day in my calendar

How to block time slots in my calendar

How to delete stages from my pipeline

How to search for a lead

How to create a calendar

How to create a chatbot

How to add more stages to my pipeline

How to create an automatic lead reminder

How to create a nurturing sequence

How to edit information in the knowledge base

How to edit my chatbot responses

How to delete information from the knowledge base

How to make a daily appointments report

How to make a weekly appointments report

How to create follow-up sequences

How to upload documents to the knowledge base

How to upload information to the knowledge base