This section will help you get started with Close. Let's get you up and running!
4 articles
Let's get your leads into your Close account.
7 articles
Manage subscriptions, billing, payments, and other settings within your account.
16 articles
Close's built-in calling can help simplify outreach and increase reach rates.
8 articles
Customize your Close account with the data that matters most to your business.
2 articles
Handle all of your email communication through Close directly...including sequences!
9 articles
Get a sales-focused view of your communication and set important reminders.
4 articles
Communicate and track your leads in one unified view.
5 articles
Automatically sync meetings from your calendar to the CRM.
1 article
Opportunities add value to a Lead and help identify deals on the verge of closing.
4 articles
Harness a powerful—yet easy to use—suite of sales reporting tools.
5 articles
Using Search and Smart Views, you can create a list of leads for optimal outreach.
5 articles
SMS is built directly into Close. Learn how to add this to your sales outreach.
1 article
Link Close with Zapier and harness the power of 1,000s of integrations.
7 articles
Close is designed to facilitate the ultimate sales workflow. Follow these tips.
4 articles
You can easily build out unique sales workflows using our dynamic Email Sequences.
7 articles
Create user custom fields and handle lead assignment in Close.
5 articles
Need advanced help? We've got you covered.
2 articles
Ensure call quality and manage your phone numbers.
6 articles
Customize the settings of your email in Close.
5 articles
Privacy is paramount. Learn how Close ensures data security and privacy.
4 articles
6 articles
Close integrations that enhance reporting functionality.
1 article
Close integrations that enhance sales communication.
8 articles
Close integrations that enhance marketing capabilities.
3 articles
Close integrations that enhance your team's organization.
6 articles
Close integrations that enhance sales prospecting.
2 articles