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Create a sendout from the Close CRM integration

A quick guide on how to create your sendout via GetAccept within your Close CRM integraion

Updated over a year ago

How to send a document from the Close CRM integration

To create a sendout from within your Close CRM integration simply navigate to your Opportunities that you will find in the menu to the left:

  1. Click on the opportunity name

  2. Click on the three dots within the opportunity box

  3. Choose GetAccept

  4. A new window will open where you will be taken to a new draft in GetAccept and your contact information and also deal value will have populated.

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