ClosingDealz Video Guides
Step-by-step guides and tutorials to help you set up, automate, and scale your sales workflows with ClosingDealz.
1. Getting Started
Start here to set up ClosingDealz correctly and build your core sales foundation.
How to Set Up ClosingDealz under 5 Minutes
A fast walkthrough for setting up your workspace, core settings, and first sales workflow.
Leads vs Deals Explained
Understand the difference between leads and deals so your CRM stays organized from day one.
How to Create Custom Fields in ClosingDealz
Use custom fields to segment, qualify, and prioritize the leads that matter most.
2. Lead Generation System
Learn how to capture, qualify, segment, and convert leads into booked meetings.
How to Create High-Converting Forms in ClosingDealz
Build forms that capture better lead data and feed directly into your sales process.
How to Create Booking Forms in ClosingDealz
Create booking forms that let leads schedule meetings directly into your calendar workflow.
How to Create High-Converting AI Chatbots in ClosingDealz
Build AI chatbots that qualify leads, answer questions, and book meetings automatically.
How to Embed Forms on Your Website
Add ClosingDealz forms to your website and start capturing leads from your own pages.
How to Build a Lead Magnet Funnel Inside ClosingDealz
Create a simple lead magnet flow that captures contact details and starts the sales process.
3. Pipeline & Sales Execution
Build a cleaner sales pipeline and improve how your agency tracks and closes deals.
How to Set Up Your Sales Pipeline in ClosingDealz
Design a sales pipeline that gives your agency visibility, control, and consistent execution.
7. Team & Permissions
Manage team access, permissions, billing roles, and team performance.
How to Add Team Members to ClosingDealz
Invite team members and give them access to the right workspace and tools.
8. Integrations
Connect ClosingDealz with the tools your agency already uses.
How to Set Up Google Calendar Integration
Connect Google Calendar and keep your scheduling workflow synced.
How to Get Instant Lead Notifications with Discord Notifications
Send important CRM updates and activity notifications into Discord.