Post by yamanhosen5657 on Mar 6, 2024 9:43:43 GMT
The record were just as easy with a timeline recorded in real time, tracking all communications. An inbox displays all of your incoming calls, texts, emails, and tasks, and it lets you respond and filter based on done and future activities. One thing that's a little different with Close is they treat leads as companies rather than contacts. This means you'll be creating a lead (company) and associating a contact(s) with that lead within the same few steps. To do this, click the plus sign next to Leads in the menu, add a company name, a contact name, and you'll be taken to the lead record where you can add contact and company details.
Smart Views show sales reps who to call and when to follow up. Some of the categories include leads to call, leads never called, and no contact in over 30 days. According to Close, the purpose of these lists are Panama mobile number list so you don't have to think: 1) Should I call this person? 2) What should I say? You set the parameters of the lists using statuses (e.g., in a trial), best times to call, and other filters that build only the most relevant leads. As an example, I created a list of contacts to call where the disposition was "no answer" and where the contact had opened at least one of my emails. As mentioned above, use the Power Dialer to then call your list or manually call them one-by-one right from this screen. You can also send them a bulk email or a pre-made email sequence.
Supercharge Close's capabilities with its Zapier integrations. Do things like automatically adding new Intercom users to Close as leads, posting Slack messages for new Close leads, or anything else you need to do in the apps you use most. Get Slack notifications for new Close leads Try it Close, Slack Close + Slack More details Send new Intercom users to Close as leads Try it Intercom, Close Intercom + Close More details Close Price: From $25/month/user Best CRM for Gmail power users NetHunt CRM (Gmail, Web, iOS, Android) A screenshot of NetHunt CRM, our pick for the best CRM for Gmail power users NetHunt CRM is a CRM designed for Gmail, which means you manage contacts, deals, tasks, reports, and email campaigns right from your inbox.
Smart Views show sales reps who to call and when to follow up. Some of the categories include leads to call, leads never called, and no contact in over 30 days. According to Close, the purpose of these lists are Panama mobile number list so you don't have to think: 1) Should I call this person? 2) What should I say? You set the parameters of the lists using statuses (e.g., in a trial), best times to call, and other filters that build only the most relevant leads. As an example, I created a list of contacts to call where the disposition was "no answer" and where the contact had opened at least one of my emails. As mentioned above, use the Power Dialer to then call your list or manually call them one-by-one right from this screen. You can also send them a bulk email or a pre-made email sequence.
Supercharge Close's capabilities with its Zapier integrations. Do things like automatically adding new Intercom users to Close as leads, posting Slack messages for new Close leads, or anything else you need to do in the apps you use most. Get Slack notifications for new Close leads Try it Close, Slack Close + Slack More details Send new Intercom users to Close as leads Try it Intercom, Close Intercom + Close More details Close Price: From $25/month/user Best CRM for Gmail power users NetHunt CRM (Gmail, Web, iOS, Android) A screenshot of NetHunt CRM, our pick for the best CRM for Gmail power users NetHunt CRM is a CRM designed for Gmail, which means you manage contacts, deals, tasks, reports, and email campaigns right from your inbox.