Introduction to workflows

Close is designed to help you connect with your Leads as effortlessly and as frequently as possible - without letting anyone fall through the cracks.

As a sales rep, there are three main features in Close that will be most useful for your daily workflow - the Inbox, Search, and Smart Views.

Inbox is a unified view of all your inbound communication (emails, missed calls, voicemails) and open tasks/reminders for the day. Inbox exists as a hub for everything you should react to and be reminded of. It's your hub for notifications and Tasks.

Smart Views exist for proactive outreach to Leads matching specific criteria. They are saved searches and can be kept private, shared with your entire organization, or specific members of your team.

Close Pro Tip: Building workflows for your sales process

Introduction to workflows


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