Technical Tools

Access interactive demos explaining more complex tools in Close.

Smartviews

LogoHow to create a Smart View (Partner Version)

Reporting & Import Leads

LogoIntro to Reporting (Partner Version)
LogoIntro to Importing (Partner Version)

Workflows

LogoIntro to Workflows (Partner Version)
LogoHow to build a workflow (Partner Version)

PreviousCalling inside CloseNextHubSpot

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