support center

Register for a weekly training webinar

Each week, the Close.io team hosts two live webinars:

1. The Close.io for Admins live 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
The Close.io for Admin webinar is every Tuesday at 1PM EST and you can register here.

2. The Close.io for Salespeople live 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
The Close.io for Salespeople webinar is every Thursday at 1PM EST and you can register here.