Profile — Closer Signal

Sales tracking setup

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YOUR PROFILE

Personal details & sales industry

Your primary industry becomes the default on every new prospect or deal.

OPTIONALPreferences & goalsComplete later

OPTIONAL SETUP & NEEDS

SETUP

Update this anytime.

What do you need help with most?What do you want Closer Signal to track?How do you track this today?What would success look like?

Anything custom you want us to track?

Who should receive your follow-up emails? Optional

STARTING POINTBaseline & trackingEdit

Start dateThroughTrack new activity fromCurrent sales volumeCurrent deals closedDesired increase %

What should Closer Signal help you accomplish?

CURRENT GOALSEdit saved goalsOpen

DAILY COACHING TEXTS

Choose motivational texts, tour check-ins and return-to-training reminders, or pause them anytime.

PHONE ALERTSAlerts & remindersChecking…

DELIVERY

Quiet hoursTime zoneQuiet startsQuiet ends Urgent bypass Daily summary Escalate unacknowledgedSummary time

Recent phone alerts

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SECURITYChange password