Close CRM Tutorial (2025) — How to Use It Like a Pro
Автор: Jordan Park | RevPilot — Close CRM & Sales Ops
Загружено: 2025-05-26
Просмотров: 1866
Описание:
Work With Me: https://www.revpilot.co/schedule
Close CRM Free Trial: https://refer.close.com/ayul3ij4alee-...
Free Sales Tracking System: (Coming Soon)
Close CRM can be the fastest CRM on the market — if it’s set up right.
In this updated 2025 walkthrough, I’ll show you how to build a full sales system inside Close that’s simple, scalable, and proven to work.
Whether you're a solo founder or scaling a sales team, you’ll learn how to:
✅ Set up lead statuses, pipelines, and custom fields the right way
✅ Use smart views to organize your reps’ day-to-day
✅ Build follow-up workflows with texts, emails, and tasks
✅ Track sales activity and use reporting to make real decisions
This isn’t just how to “use Close” — this is how to turn Close into a revenue system.
Need Support?
Schedule a sales process audit: https://www.revpilot.co/contact
🛠 Tools Used:
Close.com
💼 Built For:
Founders
Sales Leaders
Operators
🔔 Subscribe for more no-fluff CRM builds and automation playbooks.
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