Master Smart Views in Close CRM | Expert Guide

Are you ready to transform the way your sales team operates? Welcome to our comprehensive guide on mastering Smart Views in Close CRM. By creating the right Smart Views, you can ensure your sales reps flow through their day effortlessly and no lead slips through the cracks.

At Close Doctor, we help online businesses with high-ticket offers scale to seven and eight figures using our systems-based selling strategies. If you're looking for a fractional sales operator to join your business and help strategize and create effective motions like the one we’re about to discuss, click the link below to book a call with our team.

Understanding Smart Views in Close CRM

Smart Views in Close CRM are like coffee for someone who isn’t a morning person—you could get through your day without them, but why would you want to? Smart Views are powerful, dynamic tools that boost your team's productivity. They act as personalized shortcuts, helping you find the leads you need to connect with, exactly when you need to, without the hassle of manual searches and reminders.

Importance of Using Close CRM for Your Sales Process

Using Close CRM transforms your sales process by providing a structured, efficient way to manage and prioritize leads. It eliminates the chaos of traditional lead management methods, ensuring that your sales reps know exactly who to contact and when allowing them to spend more time selling and less time sorting through leads.

Here’s our in-depth video guide on mastering smart views:

Building Effective Smart Views

The first step in building effective Smart Views is deciding whether to base them on leads or contacts. For B2B businesses, filtering by contacts is usually more beneficial since you often have multiple contacts within one lead. B2C businesses, on the other hand, can filter directly from leads as their leads and contacts are typically the same.

You'll notice many filter options when you start building your Smart View. These include leads, contacts, opportunities, communication types, tasks, and custom activities. We recommend you use the date created field, lead owner, and communication filters. These filters help you keep track of the most recent leads, assign leads to specific sales reps, and manage communication efficiently.

Recommended Smart View Filters

1: Date Created Filter

Track the most recent leads in your Close account.

2: Lead Owner Filter

Assign leads to specific users for better management.

3: Communication Filter

Monitor the date and type of the last communication to ensure timely follow-ups.

4: Custom Activity Filter

Filter leads based on specific activities, such as calls booked or deals lost.

Optimize your sales workflows and boost productivity. Schedule a call with the CloseDr team to see how Close CRM can transform your sales process.

Organizing Smart Views for Optimal Workflow

You should treat Smart Views like buckets that fill up and empty as sales reps perform their tasks. This system ensures that sales reps know exactly who to contact each day, without any guesswork. We organize Smart Views with emojis and numbers to indicate which views are for managers, closers, or setters, and to show the order in which reps should work through their tasks.

Advanced Tips for Smart Views

Smart Views are not just for daily tasks; they can also be used for process tracking and manager oversight. For instance, creating a Smart View for deals lost due to time allocation can help reps re-engage with those leads at a better time. Managers can use Smart Views to ensure reps are following the correct processes and to gain insights into team performance.

Automating Workflows with Smart Views and Zapier

Integrating Smart Views with Zapier allows you to automate workflows and streamline your sales process even further. You can set up Zapier triggers based on leads entering specific Smart Views, automating tasks like enrolling leads into workflows, assigning new lead owners, or sending data to other platforms.

Conclusion

Smart Views in Close CRM are essential tools for streamlining your lead management process, saving you and your sales reps time and effort so they can focus on what they do best—closing deals. 

Remember, treat Smart Views like buckets, constantly filling them with fresh leads and emptying them as reps follow up and nurture those connections.

For personalized support and to transform your sales process, book a call with the CloseDr team today.

Table of Contents

Recent Posts

Close CRM Setup Checklist

July 19, 2024

How to Use Zapier's Copilot: AI Features in 2024

July 17, 2024

Reduce No-Shows with Close CRM: A Detailed Guide

July 10, 2024

Why Your CRM Isn't Boosting Sales: Common Mistakes Exposed

July 9, 2024

Close CRM Predictive Dialer: Everything You Need to Know

July 5, 2024

Top 5 Close CRM Mistakes and How to Avoid Them

July 3, 2024

Close CRM: A Sales Manager's Honest Review | Is It the Best Sales CRM?

July 2, 2024

Master Smart Views in Close CRM | Expert Guide

June 28, 2024

How to Become a Top Performing Sales Rep with Close CRM | Expert Guide

June 27, 2024

How to Automatically Enroll Contacts into Workflows with Close CRM

June 25, 2024

Everything You Need to Know About Close CRM: Features, Benefits, and Best Practices

June 21, 2024

Close CRM June 2024 Updates: Lead-Based Call Routing and Timed Task Reminders

June 20, 2024

How to Audit Your Close CRM Account: Comprehensive Step-by-Step Guide

June 20, 2024

5 Close CRM Implementation Mistakes and How to Avoid Them

June 14, 2024

5 Must Have Close CRM Workflows

June 13, 2024

Close CRM Pricing: What You Need to Know Before Buying (Updated for 2024)

June 11, 2024

How to Onboard a Sales Rep in Close CRM: A Step-by-Step Guide

June 7, 2024

The AI Advantage: The Future of CRM Technology

June 4, 2024

Close CRM Review 2024: Is This the Best CRM for Your Business?

May 30, 2024

Using Close CRM in 2024: A Comprehensive Guide

May 23, 2024

Transform Your Business with CRM: Your Ultimate Guide to Choosing the Right CRM Software

May 9, 2024

Mastering B2B Sales Funnels: Essential Strategies for Engaging Prospects and Securing Deals

May 2, 2024

Focus on the right leads: Master HubSpot’s Lead Scoring System with Our Expert Guide

April 25, 2024

How a Sales Operator Can Take Your HubSpot Account To The Next Level

April 11, 2024

Sales Managers vs. Sales Operators: Navigating Key Roles to Solve Your High-Ticket Sales Challenges

April 4, 2024

A Guide to Increasing Your Close Rates: How Sales Frameworks Play a Key Role in High-Ticket Sales

March 22, 2024

5 Essential Metrics for High-Ticket Sales: A Guide on Data Integrity

March 14, 2024