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Send Envelopes to Close CRM leads
Send Envelopes to Close CRM leads
Updated over a week ago

From the Close integration page, click on the Open button next to the client you want to send an envelope to.

Under Envelopes, click Create envelope.

Select the recipient and click Continue.

This will automatically set up the envelope for syncing and fill in the recipient details based on the Close client you selected.

To finish sending the envelope to your client, follow the instructions in this help article.


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