Welcome to Close Onboarding
Welcome to Close and congrats! You've taken the first steps toward closing more deals, faster.
Let’s get you started.
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.
Other email resources:
Microsoft360 Connected Accounts
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 inspirtation, check out the following:
Step 3: Importing leads from a CSV file into Close
Learn how to import your data into the fields you’ve created in Close with this step-by-step tutorial.
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.
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.
Step 6: Using SMS and email
Learn how to set up and optimize SMS and email tools - including building time-saving templates, sending as other team members or groups, and receiving alerts for follow-up when a contact does not respond the first time.
Step 7: 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 8: Creating automations with Workflows
Learn how to build communication sequences (for email, SMs, calling, and tasks) and other useful automations using Close Workflows.
Step 9: Understanding Close Reports
Learn about Close’s out-of-the-box reports, where to access them, and how to interpret their data.