CircleCloser Help Center

These videos will help you quickly learn the ins and outs of CircleCloser

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Import a .CSV file into CircleCloser
Import Contacts from Facebook
Ranking Your Contacts
What are “Connects”?
What is a “Real Talk”?
How does the Who’s Up Next list work?
How to Set a Follow Up in CircleCloser
How to use Scripts in CircleCloser
Finding Your Why
How to Delete an Entire Import
How to Create a Transaction in Circle Closer
Import Phone Contacts

Pro Tips

For advanced CircleClosers like you

Eric’s Top Tips for Crushing a Power Hour
Crush your Power Hour Demo
Follow Up Like a Pro

FAQs

Still looking for answers? Check out these common questions.

How do I change a follow up date?
How do I clear multiple follow ups?
How do I merge duplicate contacts?
How do I import Gmail contacts?
Can I see a list of what I completed today?
How do I backdate a Connect?
How do I add, delete or edit a TAG?
How do I update my payment method?
How do I get my Facebook Friends into CircleCloser?
Does CircleCloser send texts or Facebook messages?
I finished “My Why” and I’m still seeing a message that I haven’t completed it yet?
Does CircleCloser have an App for my mobile phone? Yes!
What are “Real Talks” and “Adds” at the top of my dashboard?
How come I can’t find the scripts I created in my account?
How can I be sure my information is safe?
How do I upload my “likes” from my Facebook Page?
How do I upload my Instagram Followers?
How much is CircleCloser after the free trial period is over?
If I import my Facebook Friends again, will CircleCloser create duplicate records?
How do I import my LinkedIn Connections?
How can I import my phone contacts into CircleCloser?
I’m having trouble getting the download from Facebook

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