Use Close Crm Smart Views

Use Close CRM Smart Views to organize and prioritize your sales pipeline, segment leads based on specific criteria, automate follow-up tasks, and gain actionable insights into your sales process for improved efficiency and increased deal closure rates. #CloseCRM #SalesProductivity

00:00 Intro
00:04 Smart Views Section
00:08 + New Smart View
00:12 Select Close Date
00:16 Choose This Month
00:18 Add Multiple Filters
00:22 Name the Smart View
00:26 Your New Smart View
00:29 Focused Dashboard