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    Close Onboarding
        Contents

        Close Onboarding

            Article summary

            👋 Welcome to Your Close Onboarding Guide!

            Getting set up in Close is easier than ever with our interactive demos—step-by-step guides designed to help you explore and implement key features quickly.

            🔹 How to use these demos:

            For the best experience, we recommend opening Close in one window and the interactive demo in another.

            This way, you can follow along in real-time and complete each step directly in your Close account.

            🚀 Ready to get started? Click on any demo below and start setting up Close to fit your workflow fast!

            Step 1: Connect your email and calendar to Close

            Got 2 minutes? That's all the time it takes to connect your email and calendar account to Close - which is the key to surfacing relevant communications and activities with your leads.

            Head to Settings > Accounts & Apps to add your email account. After you select your email type, you'll be asked to log into that email account to connect it to Close.

            Once connected, you'll have the option to enable your calendar.

            Integrations:
            Connect your favorite scheduling and meeting tools for a seamless experience via Close's native integrations with Calendly, Fathom, SavvyCal, Zoom, and more.

            Other email resources:

            Step 2: Customizing Close lead records

            Learn the right way to configure your lead statuses, custom fields, custom activities, and opportunity statuses to match your unique sales process. Once you complete this step, you’ll be ready to upload your data into Close!

            Having a well-defined sales process is strongly recommended to ensure that none of your leads fall through the cracks. For some sales process inspiration, check out the following:

            Build a Sales Process
            Creating a Multi-Channel Workflow in Close

            Step 3: Importing leads into Close

            Learn how to import your data into the fields you’ve created in Close with this step-by-step tutorial.

            Additional resources:
            Best Practices for file formatting (prior to uploading)
            Migrating data directly from another CRM into Close

            Step 4: Maximizing efficiency using the Close inbox

            Learn to use Close’s inbox to focus on your highest priorities and give you peace of mind that your most pressing communications and tasks get done daily.

            Step 5: Setting up phone numbers and making calls from Close

            Learn about the different options for setting up numbers and voicemail, initiating calls, and activating the Power Dialer and/or Predictive Dialer for optimized dialing sessions.

            Additional resources:
            Depending on where you are in the world, you may be required by law to provide some information before registering your Close phone numbers - you can search for the required documents for your country here.

            Using External numbers with Close
            Telephony/SMS charges by location

            Step 6: Using SMS in Close

            SMS is a powerful way to connect with leads, send quick updates, and improve response rates—all from within Close. Whether you're sending one-on-one texts or automating outreach, Close makes it easy to manage SMS conversations alongside your other sales activities.

            To start using SMS, you'll need to set up an SMS-enabled phone number and complete A2P 10DLC registration for compliance. Use the interactive tour below for step-by-step guidance on getting started.

            Step 7: Sending & Managing Email in Close

            Close makes it easy to send, track, and automate your sales emails—all in one place. Whether you're composing one-off emails, setting up templates, or scheduling follow-ups, you can do it all without leaving Close.

            Use the interactive tour below to learn how to send emails, use templates, automate follow-ups, and improve your workflow.

            Step 8: Creating actionable lists of leads and contacts with Smart Views

            Learn how to use Close’s powerful filters to create segmented, dynamic, and actionable lists of leads - perfect for power/predictive dialing, emailing, or using as filters for customized reports.

            Step 9: Creating automations with Workflows

            Learn how to build communication sequences (for email, SMs, calling, and tasks) and other useful automations using Close Workflows.

            Step 10: Understanding Close Reports

            Learn about Close’s out-of-the-box reports, where to access them, and how to interpret their data.

            Step 11: Invite Your Team

            Bringing your team into Close is simple—no administrative hurdles, just a seamless onboarding experience. Whether you're adding a few teammates or an entire sales org, setting up Trusted Domains makes the process smooth.

            Admins can add a trusted domain, enabling new users with matching email domains to join or request to join the organization upon signup.

            What's Next