Close the Gap: Run Your Day Like a Close Power User (Insider Session)

This session is designed for sales reps and sales leaders using Close.

How much time are you leaving on the table every day? Close power users have built a different kind of sales day: every call runs on a Playbook, every outcome logs itself, the next meeting is already booked before they hang up, and the pipeline data calculates itself.

If you're not using these 6 new Close features, you're falling behind. Let's level up your Close workflow together.

On March 31st, join Close Product Managers Meg Salisbury and Matt Bonde for a Close insider session — a behind-the-scenes look at exactly how power users are running their day. Structured around the moments that matter most: before, during, and after every sales call.

What power users do differently using Close's new features:

• Never miss a follow-up or blank on a call again: Use Call Tasks and Playbooks to run every conversation with structure, capture better notes, and make calls easier to analyze and coach.
• Log every outcome without lifting a finger: Close automatically tracks them using Call & Meeting Outcomes, so your pipeline data is always accurate and your reps stay in selling mode.
• Secure the next meeting before you hang up: Book meetings directly from the lead page using the upgraded calendar sync. No copy/paste, no tab switching, no leads going cold between calls.
• Get pipeline insights without leaving Close: Use Smart View calculations to surface gaps, measure performance, and prep for QBRs — all inside Close, no export needed. It even integrates with Close's AI Assistant.

Live Q&A included.

This webinar will be recorded and available for on-demand replay after the live insider session.