Custom Activities let you capture important events on your Leads. As you use them, you may decide to change the order of the fields to make it more natural to capture information. With this release, you can!
Close has long had automatic call recording available to users on the Business plan, but until now, it was not available on the Professional plan. With this update, we've made call recording available to everyone on the Professional plan. To enable it, simply turn it on in the phone settings pop-over. Users on the Professional plan can make unlimited call recordings and have access to recordings for seven days.
When a salesperson leaves your team, it's important to make sure their work doesn't fall through the cracks. Now, it's simple to reassign tasks, opportunities and phone numbers when someone leaves.
Sharing a report or pipeline has gotten easier! Every time you change a filter, sort direction, or anything else that affects the information being displayed, the URL will update. Either copy the URL in your browser or click the Share button to copy the new URL and share with your colleagues, add to a report, or link from a dashboard.
Call Coaching in Close allows users with the correct permissions to Listen, Whisper, or Barge on sales calls. Listening to a call lets the Coach hear what is being said by both sides, but doesn't allow the Coach to talk. Whispering lets the Coach talk to the salesperson without being heard by the other call participant, and Barge lets the Coach talk to both the salesperson and the other party on the call.
To find a call to join, just visit the Team Management or Groups page in Settings to see who is on a call and to join it.
Call Coaching is available today for all users on the Business plan.
Email Send As lets you define a list of other Close users who can send email on your behalf, or for whom you can send email. Let your sales manager send as any salesperson, or let your copywriter send as the director of marketing. Only users you explicitly allow to send as you will have that permission.
Custom Activities are a powerful way to expand the information you can track on a lead. Create new types of Custom Activities to track important lifecycle events for your leads, like delivering a demo, sending a contract, or signing a deal, or use them to store information from third-party tools like tracking when a support ticket is created or closed, when a chat is initiated on your marketing site, or when an account is created in your back office system.
Search for leads with exactly the custom activity data you need and create Smart Views to reach out to your most relevant leads exactly when you want to, and use the Activity Filters on lead pages to see just the information you need.
As your team grows, your needs change. Whether you're looking at Activity reports by region or searching for Leads last emailed by your Support team, it's helpful to group your team members. With Groups in Close, you can quickly and easily filter a report by job function, or see how your Pipeline looks by region.
Since users can belong to more than one group, you can have an EMEA group, an AE group, and a Sales Management group with exactly the right people in each of them. Groups are available today on the Business plan.
Whether you've got a team of five or a team of 500, team management is critical. With the new team management page, you can see at a glance which features are enabled for your team, who's online, and the contact information for each user.
A while back, we changed our name from Close.io to Close. Today, our desktop app is updated to match.
The team spent part of May building on our existing features, from the Custom Fields to SMS.
While we launched our new Onboarding and Contact Custom Fields in April, that's not all we were doing.
closeio://links from within the Windows application.
Whether you're signing up for a new organization in Close or inviting a new user into your existing organization, the experience has been improved with our new Onboarding.
Close has long offered the ability to customize the information you store on your leads, letting you store things like Company Size, Contract Renewal date and Industry that help your sales team make more informed decisions. Close now offers you the same ability to customize the information you store on each Contact, as well.
Whether you want to track who the decision maker is in each Lead or add a Skype username, you can now add the custom fields that your team needs. Custom fields on Contacts support the same types of custom fields you're familiar with on Leads, including choices, date, user, and API only (useful for integrating with 3rd party systems).
We had a busy March tackling issues big and small to make things run a bit more smoothly.
With the Zoom integration for Close, you can seamlessly capture and review Zoom cloud recordings from a lead page. After connecting your Calendar, get notified of upcoming Zoom meetings and join with one click. When the meeting is over, you can view and save Zoom Cloud recordings from the Meeting activity on the lead.
When someone assigns you a task in Close, the notification email now displays the task's due time in your own timezone instead of in UTC.