First steps
Signing in, finding your way around and your first day.
- Signing inHow to sign in to CloseUp, what to do with a verification code, and where you land afterwards.3 min readAgentManagerAdmin
- Joining from an email inviteGot an invite to CloseUp? Here's how to open your account in two minutes.2 min readAgentManagerAdmin
- Getting around: the menu, top bar and phoneWhat's in the main menu, what each item does, and how to find your way on a phone.5 min readAgentManagerAdmin
- Searching the whole systemFind any lead, task or note in seconds — by name, phone or a word.2 min readAgentManagerAdmin
- "How does this work?" — a guided tour on every pageAlmost every page has a short tour that shows what everything does. Here's how to start it.1 min readAgentManagerAdmin
- Your first day as a sales repA simple routine from morning to evening: who to handle first, what to log, and how never to forget a customer.7 min readAgent
- Time-saving keyboard shortcutsEvery shortcut in one place — search, tasks, notes and email.2 min readAgentManagerAdmin