Close

Close is a sales CRM platform for inside sales teams to manage leads, calls, and email outreach.

Website

close.com

Industry

Leadgen

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How to edit a custom activity on Close.com

Here is how to edit a custom activity on close.com

First click on "Settings" in the left sidebar
Then click on "Custom Activities" under the Customization section in the settings menu
Next click on the custom activity you want to edit
Then click on the settings icon button in the top right corner of the Custom Activity details page
Finally make the necessary edits and click on the "Save" button in the Edit Activity Type dialog

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Why should you edit a custom activity on Close.com

Close.com is a dynamic CRM platform built to streamline and enhance sales efficiency.

Editing a custom activity in Close.com empowers users to tailor their CRM experience to fit unique business workflows.

This capability allows for the precise tracking of specific interactions, ensuring all team activities align seamlessly with strategic goals.

Utilizing this feature promotes organized data management and enables a more personalized approach to client engagement, increasing overall productivity.

Last update

May 6, 2026

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