This is the central hub for the Close Master Reference Manual. Use the links below or the sidebar navigation to explore the different sections of the documentation.
Table of Contents
- Introduction
- Chapter 1: Getting Started & Orientation
- Chapter 2: Capturing Leads & Inquiries
- Chapter 3: Contacts (CRM): Managing Your Relationships
- Chapter 4: Understanding Individual Contact Records
- Chapter 5: Managing Pipelines & Opportunities
- Chapter 6: Email Marketing & Deliverability
- Chapter 7: Phone System & Calling
- Chapter 8: Communication Tools
- Chapter 9: Websites, Funnels & Online Presence
- Chapter 10: Automations (Workflows)
- Chapter 11: Courses & Memberships
- Chapter 12: Communities
- Chapter 13: Client Portal
- Chapter 14: Payments & Billing
- Chapter 15: Social Media & Reputation
- Chapter 16: Reporting & Analytics
- Chapter 17: Integrations
- Chapter 18: Affiliate Manager
- Chapter 19: AI Features in Close Master
- Chapter 20: Mobile App (Lead Connector)
- Chapter 21: Team Management & User Profiles
- Chapter 22: Account Settings
- Chapter 23: Compliance & Registration
- Chapter 24: WordPress Hosting
- Chapter 25: Additional Resources & Tools
- Chapter 26: Technical Troubleshooting & FAQs
- Chapter 27: Final Tips for Success