Sales pipeline acceleration - organize your data with your Close trial
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Close ( https://www.close.com?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email ) Log in ( https://app.close.com/login/?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email ) ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ Hi there, It’s Day 3 of your Close trial. It's time to make Close work for you. To follow up faster and close more deals, you need to get your data organized first. Customize your CRM to match your sales process, so you can track progress and follow up with confidence. By importing your data and customizing Close now, you’ll set up a CRM that keeps your pipeline clean, your leads organized, and your deals moving forward. Customize Close in just a few clicks: 📂 Leads (Accounts/Organizations) & Contacts ( https://app.close.com/leads/?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email ) → Keep track of every company (Lead) and the people behind them (Contacts). Assign multiple contacts to a Lead—like a Decision Maker, Billing Contact, or Influencer—so your team always knows who to talk to. 📊 Lead Statuses ( https://app.close.com/settings/statuses/?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email ) – Know exactly where each lead stands (e.g., Potential, Qualified, Customer). 🎯 Custom Fields ( https://app.close.com/settings/custom-fields/lead?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email ) – Track the right data for your business—industry, company size, lead score, and more. 📝 Custom Activities ( https://app.close.com/settings/custom-activities/?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email ) – Log key interactions, like sales call questionnaires, so nothing falls through the cracks. 💰 Opportunities & Pipelines ( https://app.close.com/settings/statuses/?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email ) – Track deals moving through your pipeline with clear status updates. Start Customizing Close → ( https://app.close.com/getting-started/?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email ) The sooner you set it up, the faster you can start closing deals! Need help? Just reply. No chatbots, no-nonsense. Real people, ready to help. Let’s go! – The Close Team 🤖 Meet Chloe: Your new AI sales teammate ------------------------------------------- Call leads, qualify prospects, book meetings, and automatically update your CRM, all from within Close. Ready to see it in action? Get 1,000 free credits in your trial. Try Chloe → ( https://app.close.com/chloe/?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email ) P.S. Want to get the most out of your trial? Here’s how: * Follow the Close Onboarding Guide → ( https://help.close.com/docs/onboarding-checklist-start-here?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email ) Step-by-step interactive demos to set up Close fast. * Join Close Office Hours → ( https://close.com/events?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email#sales-demo ) Get one-on-one guidance from our experts. * Get expert help with Close Professional Services → ( https://www.close.com/professional-services?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email ) From onboarding and CRM migration to sales operations and data cleanup, our team will set you up for success Chloe now outpaces all of them combined — we're getting qualified leads from five-minute calls, and the man-hours we're saving is a huge win. — Max Bietti, Career Evolved Close ( https://www.close.com/?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email ) LinkedIn ( https://www.linkedin.com/company/close-crm?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email ) X ( https://x.com/close?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email ) YouTube ( https://www.youtube.com/channel/UCC7ZkCK3FxZiqMXqI3yvWHw?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+3+-+Customization+-+Letter&utm_medium=behavioral&utm_source=email ) 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States © 2026 Elastic, Inc. 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- Accession
- nse/close/2026-10-09/3680
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- Close Support · support@close.com
- Sent
- 9 October 2026 · 11:00 UTC
