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Create a custom workflow in Closeio

From: Alberto Nodale <alberto@close.io>, sent: 09:35:47 - 01.04.2016

Hi Jaroslaw,

Today I want to introduce you to advanced Close.io features that will boost your sales productivity! Close.io has a powerful search tool that you can use to create custom workflows for your sales team using Smart Views.

This video will show you how to create a cadence based Inbound or Outbound sales process.

Want to learn more about search and ways to manage your leads? Click here.

Cheers,

Alberto Nodale
Close.io
Alberto@close.io
+1-415-881-8771 (Direct)


Get help, see examples, & talk to the team at the Close.io Support Center.