How to view custom field leads on Close.com
Here is how to view custom field leads on close.com
- First click on "Settings" item in the left sidebar
- Then click on "Custom Fields" option in the settings navigation menu
- Next click on the three-dot menu button for the "Last Name" field
- Finally click on "View Leads" option in the dropdown menu
Why should you view custom field leads on Close.com
Close is a streamlined CRM designed to simplify and enhance sales processes.
One powerful feature of Close is the ability to view custom field leads, which allows sales teams to tailor lead tracking to fit their unique needs and strategies.
This functionality empowers businesses to easily sort and analyze leads, ensuring that no valuable information slips through the cracks.
Using custom field leads enhances efficiency and helps teams focus on high-priority prospects, ultimately driving better sales outcomes.
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