Solar At Scale - Solar Closer Mastery

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Solar At Scale - Solar Closer Mastery

The Set Up

Custom Fields & Activities

Custom Fields

Custom Activities

Custom Fields & Custom Activities

Custom Fields

Let you store additional information about your Leads, Contacts, and Opportunities.

Custom Fields can be of different data types, such as text, number, date, or checkbox.

You can also set up validation rules for your Custom Fields, such as requiring a value or limiting the number of characters.

Custom Activities

Let you create custom activity types to track specific types of activity.

For example, you could create a custom activity type for "Demo Request" or "Sales Call."

Custom Activities can have their own custom fields, so you can track detailed information about each activity.

Here are some of the benefits of using Custom Fields and Custom Activities in Close CRM:

Increased flexibility: Custom Fields and Custom Activities give you the flexibility to store and track the information that is most important to you. This can help you better understand your prospects and opportunities, and make more informed decisions about your sales process.

Improved data quality: Custom Fields and Custom Activities can help you to improve the quality of your data by ensuring that all of the important information is captured. This can make it easier to find and analyse data, and make better use of your CRM system.

Automated workflows: Custom Fields and Custom Activities can be used to automate workflows, such as sending out emails or creating tasks based on certain criteria. This can help you to save time and improve efficiency.

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