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Product Updates

New feature
Dec 21 2021
New Sequences Overview and Report Tabs New Sequences Overview and Report Tabs

We've extended our Sequences capabilities, by adding Overview and Reporting tabs. In the Overview, you'll find general metrics and a list of the sequence's steps. In the Reporting, you'll be able to analyze sequence performance in detail, with a breakdown of each step and the ability to filter by date.

Additionally, when searching Leads or Contacts, you'll see new Sequences-related filters: Sequence name, Status, Status reason, and Date created, for easier list creation.

New feature
Dec 07 2021
New Lead Filtering New Lead Filtering

You can now filter your Leads using a simple visual query builder. Just specify the criteria, add filters and groups, and create an actionable list of Leads, ready to engage. It’s also possible to share your list using the new Share Link button.

New feature
Dec 06 2021
Search Autocomplete

When searching, start typing any information about a Lead or Contact (name, email address, telephone number) and we’ll provide you with up to 5 suggestions, making the whole searching process faster and more efficient. We also now show a brief history of recently viewed Leads in the search bar for quick access.

Improvement
Nov 23 2021
Contact highlighting from search Animation showing highlighting of contact from search results

When you're searching for a contact and find the one you're looking for, clicking on it will now show the Lead filtered by Activities with that contact, as well as expanding the contact details.

Improvement
Oct 21 2021
Microsoft Account Discovery Close sign up page showing Microsoft account discovery

When creating a new Close account, we are now able to detect if your email is a Microsoft account. When it is, the email setup and connection can be performed in a few clicks, as is already the case for Google email accounts.

Improvement
Oct 04 2021
October Design Improvements An image showing two sets of label designs

Opportunities have long used color coded labels to indicate Active, Closed: Won and Closed: Lost. With October's design improvements, it's now easier to see the name of the Pipeline each status belongs to, as well as the type of status change in the Activity Feed. Other design improvements include a refreshed Search dropdown and updated buttons for Contacts on Lead pages.

Improvement
Sep 21 2021
Custom Field & Activity Improvements

September brings with it a slew of improvements to Custom Activities and Fields, including:

  • Multi-select choices now correctly convert user names to user ids when converting the field to a User multi-select field.
  • User names with leading or trailing spaces are now correctly converted to user ids when converting to user custom fields.
  • Long lines in custom activities now correctly wrap and show the required field indicator.
New feature
Aug 16 2021
Regulatory Bundles for International Phone Numbers The Close application showing a screen with two regulatory bundles in draft states

Renting phone numbers outside the US and Canada often involves providing proof of business address along with other identity confirming information. With the Regulatory Bundles in Close, the process for renting regulated numbers and providing the required documentation can be completed entirely inside Close.

New feature
Aug 10 2021
Contact Dialing Close application showing a Contact smart view with the call button

Contact Dialing allows power and predictive dialing of Contact smart view and search results. Whether you want to call all the contacts on a Lead or all the CEOs at Leads in California, Contact Dialing gives you the tools you need.

Improvement
Jul 13 2021
Bug Fix Roundup

The summer has been filled with quality of life improvements across Close, including:

  • Visual refreshes to Email Sequences,
  • Quick reordering of Custom Fields to the top or bottom of the list,
  • Improved screen reader accessibility for icon-only buttons,
  • Lead from Email now works as expected with Outlook-style formatting in the CC field, and
  • Signatures now update as expected after being edited while an email is being composed.
New feature
Jun 15 2021
Contact Smart Views Screenshot showing a list of filtered Contacts, saved as a Smart View

It is now possible to save a filtered Contact list the same way you can already save a Lead search, as a Smart View. With Contact Smart Views, you can be confident you're working from the same dynamically updating set of Contacts as all of your colleagues whether you're prospecting, qualifying, or closing.

New feature
Jun 01 2021
Webhook Autopausing

For companies using webhooks with Close, Webhook Autopausing will make your server logs a little cleaner. Close will attempt to deliver webhook events for three days. After that, we'll pause the webhook delivery.

Improvement
May 11 2021
Improvements Roundup

The first few months of 2021 have seen improvements across the app, including:

  • Custom Fields can now be converted into Shared Fields,
  • Opportunities and Custom Fields on the Lead page are now filterable, like Contacts,
  • Bulk Updating custom fields with an invalid value now show a message explaining the error,
  • The email composer received bug fixes for Firefox and Safari, and
  • Developers and Admins can now copy Membership ID and User ID directly from the Team management page for use in integrations.
Improvement
Apr 27 2021
Contact Filtering Improvements Screenshot displaying a list of Contact search results

This release adds text search to Contact filtering, as well as column customization and improved Lead Status display.

Improvement
Apr 13 2021
Custom Field Improvements Screenshot of improved custom fields list view

Custom and Shared Fields now have their own pages in Settings. Previously, Shared Fields could only be added to Custom Activities, but with this release, they can be added to Leads and Contacts as well. In addition, it is now possible to re-order the fields on Leads and Contacts.

Improvement
Mar 04 2021
Reorder fields on Custom Activities Animation showing a field being reordered in a list on a Custom Activity

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!

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