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.
Meeting Sync makes it simple to connect your Google Calendar and automatically track the meetings you have with leads, and it works just like email sync in Close today. Just go to Settings→Connected Accounts and enable Calendar Syncing for any of your Google accounts. Once a calendar is connected, any meetings you schedule will appear on the leads they’re booked with. Changes to the calendar event will update the synced meetings automatically. You can also search for leads with Meetings scheduled, and when you're ready, you can report on the meetings you've had, too.
While you're using Close, you'll be reminded of upcoming meetings by the Reminder bar, which lets you jump into a call or to the lead with just a click.
Your sales process probably involves a series of Pipeline stages like "Demo Given", "Proposal Sent", "Contract Sent" and then "Won" or "Lost". That works great for your sales team, but what happens when your Success team tries to capture their process? Doing it all with a single, mixed set of statuses can be difficult and lead to confusion.
With the launch of Multiple Pipelines, each team or process in your company can have its own Pipeline, with its own name and set of Opportunity Statuses. Whether it's your Sales team, Professional Services, or Growth, track deals across every stage of the process.
When we introduced lead update imports earlier this year, we didn't include the option to undo an import that updated Leads. With this release, you can now undo any import, whether it created Leads, updated them, or both.
We've added a bundle of improvements to your incoming call experience in Close.
Our team likes to fix the annoyances and irritations that bug our customers throughout the year. In the last couple of weeks, our team has been busy squashing some of those frustrating issues, including:
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The Starter Plan is a new plan for small teams looking to get off the ground with Close. Get access to all of the core features in Close like calling, two-way email sync, SMS, and reporting for up to three users.
With the latest improvements to the Activity Comparison table, you can now sort, reorder and remove columns by right clicking in the column header, where you see the metric name, like "Sent Emails".
Lead Activity can now be filtered by multiple users at once, as well as by contact or activity type. If you want to see activities from just one group, like your AEs, it's now as simple as selecting them from the filter menu.
Multi-Select Custom fields, introduced in April 2019, now support three bulk edit operations, which let you select whether to
add, or selectively
remove options from the field when updating. We've also increased the number of options that can be included in the custom field, as well as the number of selections that can be made on a particular lead. If you are a developer and want to learn more, visit our developer documentation.
No more changing filters every time you want to look at your weekly sales activity, and then your monthly sales activity, and then your quarterly sales activity, and on and on 😅 — that's right, you can now save your custom Activity Comparison & Overview Reports.
Your saved reports are private to you, so you can create as many reports as you need to get the insights you need into your sales activity. But when you need someone else on the team to see a report, sharing is just a click away.
When you share a saved report, the folks you share with will be able to follow along with any changes you make to the report. You don't have to save a report to share it, though. Every time you change a filter, metric, or sort, you can share the exact configuration you're currently looking at—perfect for sharing a surprising insight or asking a question about an exciting surge in new leads.
The Lead Importer can now update your existing leads during import, filling in missing fields and ignoring existing ones. It can also match leads by Lead ID, making it easier to update exactly the leads you want.
In addition to the improved import features, leads created or updated by the importer can now be searched separately using the
import_updated:IMPORT_ID search terms. Those searches can be run with a click from the import summary. When you visit the lead page for a lead that was updated by an import, you'll now see an “import updated” activity, as well.
We have released a new version of Lead Activity Filtering. Instead of having to choose from a single activity type or "all my activities", you can now filter by multiple activity types, multiple contacts, and any user.
We’re now using system fonts instead of the
Lato font. This change reduces our app dependencies size, speeding up Close app loading time.
You can now store multiple values in a single Custom Field in Close!
Custom Fields have been a powerful feature in Close for a long time, but
they'd had one significant limitation – you could only store a single value in
a single Custom Field. As of today, this is no longer true! Head over to the
Customizations Settings and convert your single-value fields by changing their
type from "Choices (single)" to "Choices (multiple)" or from "User (single)"
to "User (multiple)".