How to upload information to the knowledge base
Close CRM does not have a native knowledge base. Teams store reference information using Notes on leads or by integrating external tools like Notion or Confluence. The process requires multiple manual steps and additional setup. In Teeo, you write to the assistant and the information is saved instantly.
How to do it in Teeo
“Add to the knowledge base: [information about our services]”
The information is saved to the knowledge base instantly and the assistant can use it right away.
How to upload information to the knowledge base in Close: step by step
Requirements
- ·Close CRM does not have a native knowledge base. The closest method is using Notes within a lead or contact.
- ·For a centralized knowledge base, it is recommended to integrate Close with Notion, Confluence, or Google Drive.
- ·Notes in Close are visible to the whole team but lack advanced search or categorization.
Log in to Close CRM
Go to app.close.com and enter your credentials. Complete two-step verification if it is enabled on your account.
Decide where to store the information
Close has no native knowledge base. You must choose: use a generic lead as a notes repository, or use an integrated external tool. For this tutorial we will use Notes within a lead.
Create or open a reference lead
Go to the Leads module in the left navigation bar. You can create a lead called 'Internal Knowledge Base' or use an existing one designated for team notes.
Click 'Add Note' inside the lead
Inside the selected lead, find the 'Add Note' button in the activity panel. Click it to open the note editor.
Write the title of the information
In the note text field, start with a descriptive title in uppercase or in brackets, for example: [SERVICES] or [PRICING]. This makes it easier to search later.
Enter the content of the information
Type or paste the content you want to save. Close supports basic rich text. If the information is extensive, consider splitting it into multiple notes by category.
Save the note
Click 'Save Note' to save the information. The note will be recorded with your username and the current date/time.
Verify the note is visible to the team
Confirm the note appears in the lead's activity feed and that other team members can see it. If the lead is private, adjust the visibility permissions.
Frequently asked questions
Does Close CRM have a native knowledge base?
No. Close CRM does not have a native knowledge base module. It is primarily designed for sales communication (calls, emails, SMS). To store team reference information, the most common solution is using Notes within a lead, though this lacks advanced search and categorization.
How can sales teams share reference information in Close?
Teams in Close can share information using Notes in a lead designated as a repository, or by integrating Close with external tools like Notion, Confluence, or Google Drive through Zapier or the Close API. These integrations require additional setup time.
What is the fastest way to save information to a sales knowledge base?
The fastest way is using Teeo CRM. You simply write to the assistant: 'Add to the knowledge base: [information]' and it is saved instantly, with no menu navigation or additional configuration.