Description
Your sales process is unique — your CRM should be too. 🧩
In this video, you’ll learn how to customize lead records in Close CRM so your team always sees the information that matters most.
We’ll cover:
✅ How to add and edit custom fields on lead records
✅ Organizing information for faster decision-making
✅ Tips for personalizing your pipeline and data views
✅ How customization helps your team sell smarter, not harder
Whether you’re tracking deal size, renewal dates, or lead source, Close makes it simple to tailor your CRM to your workflow — not the other way around.
🔗 Try Close free for 14 days: https://app.close.com/signup/
📘 Learn more: https://help.close.com/