Close CRM

Create your own Lead Query Metric to use on your Dashboards to find Number of Leads To create a new Lead Query Metric you will have to complete: Name Lead Properties Date The lead properties ...

Create your own Opportunity Query Metric to use on your Dashboards to find Number of Opportunities. When creating a new Opportunity Query Metric you will have to complete: Name Opportunity Quer...

Calculated Metrics allow you to perform basic arithmetic operations ("+"," -" ," /" ,"*") between metrics. You could operate between any type of metric; calculated, lead query or opportunity query....

On this article, we´ll show you some Tables you can create from your Close.com data 1) Funnel Opportunities Created You could create this type of Funnel and filter the data by Sales Representa...

In this 10 minute video you can see how to create a report of your Sales Pipeline inside Master Metrics: https://youtu.be/_H0GwUqdhUc