Technical Tools

Access interactive demos explaining more complex tools in Close.

Smartviews

How to create a Smart View (Partner Version)demo.close.com

Reporting & Import Leads

Intro to Reporting (Partner Version)demo.close.com

Intro to Importing (Partner Version)demo.close.com

Workflows

Intro to Workflows (Partner Version)demo.close.com

How to build a workflow (Partner Version)demo.close.com