Customizations in Close

There are many ways to set up Close for your unique organization or sales process. We recommend customizing some main areas within the tool before you begin to sell.

In this section, we'll show you how to use Lead Statuses, Opportunity Statuses, and Custom Fields to build out your team structure and sales process in Close.

To begin customizing your Close organization, click your name in the top right corner of your account, select “Settings”, then select “Customizations.”

How to Customize Close

How to Customize Close

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The following guides will help you get all of your customizations set up easily.

Lead Statuses
Opportunity Statuses
Custom Fields
Integration Links
Roles & Permissions