Getting Started with Calling in Close | How to Make and Track Sales Calls from Your CRM

Close Guide 9 months ago

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Ready to make more calls and close more deals — all without leaving your CRM? ☎️

In this video, you’ll learn how to set up and start calling in Close CRM, the all-in-one sales platform that brings your calls, emails, and texts together in one place.

We’ll cover:
✅ How to set up your phone number in Close
✅ Making and receiving calls directly from your CRM
✅ Logging and tracking call activity automatically
✅ Tips for using the Power Dialer to boost your call volume

With calling built right into Close, you can connect with leads faster, spend less time logging notes, and stay focused on closing deals.

🔗 Try Close free for 14 days: https://app.close.com/signup/

📘 Learn more: https://help.close.com/