support center

Close.io Training Webinars

We offer two webinars for you to learn how to Close.io like a pro. 

1. The Close.io for Admins webinar covers:
  • Best practices for importing leads and contacts.
  • Setting up the ideal workflow for reps with Smart Views.
  • Setting up custom Roles & Permissions.
  • Reporting
  • Tips, hacks, and live Q&A
2. The Close.io for Salespeople webinar covers:
  • How Calling, Email, and Tasks work in Close.io.
  • How Close.io's Inbox works.
  • Creating dynamic Smart Views based on your activity.
  • The ideal workflow for reaching more prospects.
  • Tips, hacks, and live Q&A
On both of these webinars, you'll also have the ability to book a 1:1 meeting with our success team to go over more specific questions that you may have.