Create a sendout from 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.