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Product Updates

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!

Improvement
Feb 18 2021
Call Recording for Professional Plan Users Dialog showing information about call recording

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.

Improvement
Feb 18 2021
Task, Opportunity & Phone Number Reassignment Animation showing the reassignment of tasks, opportunities and phone numbers when a user is removed from a Close organization.

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.

Improvement
Feb 12 2021
Improved Reporting & Pipeline Sharing Animation showing a share link being pressed

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.

New feature
Dec 01 2020
Call Coaching A Close lead page showing the call coaching bar with two users observing the call

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.

New feature
Oct 15 2020
Email Send As Close lead page showing a pop-over explaining the new Send As feature

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.

New feature
Sep 08 2020
Custom Activities A Close lead activity feed showing the edit state of a custom activity

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.

Improvement
Jun 16 2020
New Team Management Team management page in Close

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.

Improvement
Jun 15 2020
Close on Your Desktop Screenshot of the About dialog from the Close Desktop app

A while back, we changed our name from Close.io to Close. Today, our desktop app is updated to match.

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