Setup guide

Closeable is designed to be running in minutes. Here is the full path from zero to a live, gamified street sheet.

Team setup

1

Create your team

Sign up at closeable.com, name your team, and set your timezone and business hours. You are the team manager.

2

Invite your reps

Share your team join link from Settings. Reps sign up through the link and land directly on your team.

3

Set daily goals

Each rep has a daily call goal (default 50). Hitting it builds streaks and unlocks XP multipliers.

4

Start logging calls

After each call, the rep taps one of six outcomes. That is the entire workflow: one tap, instant XP, live leaderboard.

Connecting your CRM (GoHighLevel)

With the CRM integration connected, calls placed in your CRM flow into Closeable automatically as pending calls. The rep still decides the outcome: Closeable never scores a call on its own. One call, one tap, one XP award.

  1. 1.A team manager opens Settings, then the Integrations section.
  2. 2.Click Connect next to the CRM card and approve access on the consent screen.
  3. 3.Map your CRM users to Closeable reps. Users with matching emails are mapped automatically.
  4. 4.Pick a sync mode: hybrid (default, synced calls plus manual logging), auto, or manual.

After a synced call is resolved, Closeable writes the outcome back to the CRM contact as a tag and a note, so both systems stay in sync.

Stuck on anything?

Head to the support page and we will get you unblocked.