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Trellus/Close Integration
Watch the detailed Trellus and Close integration walkthrough.
Watch guideCRM walkthroughs
Using Trellus Dialing in Close
Follow the Trellus dialing workflow inside Close.
Recorded walkthroughs may show earlier screens or settings.
Inside this recording
What you’ll see
Use these timestamps to find a moment in the player.
- 0:00Introduction
- 0:19Launching Trellis
- 0:38Lead Filtering
- 1:15Dialer Configuration
- 2:08Best Number Selection
- 2:33Starting the Sequence
- 2:59Additional Dialer Features
