Close product updates
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)".
You can now filter for leads that have received emails sent by a particular Email Sequence. The new filter is found under Leads > Narrow your results > Email Activity > "Sent by Sequence" or using the search keyword
RIP ".io". Our product is now called Close and all of its services live on our new domain, close.com. Old close.io URLs will still work, but they will redirect to the new domain.
Close now supports sending and receiving SMS in United Kingdom and Australia. If you already have an SMS-enabled UK or AU phone number, then just click SMS 💬 button on any contact for a new way of communicating with prospects. You can get a number that can send SMS in these countries by changing your Primary phone number or adding a new Group number on Your Phone Settings page.
We now have a dedicated API Changelog to keep track of notable changes to our API.
Our Roles & Permissions system has gained a new permission, "Telephony". It allows you to control which of your team members can use features such as calling and SMS.
Finding the right Email Template just got easier! You can now search for a specific template by its name or subject line in the Email Templates Settings.
Interaction with other tools just got easier. We now support more template tags in Integration Links, including lead data on contact and opportunity links, addresses, URLs, users and more. For a full list of supported tags, open Close, go to Customizations Settings, and try to create a new Integration Link.
Nobody likes duplicate data. When you create a new lead manually, we will now show you similar leads that already exist in the system.
You can now set a contact as primary with less effort. Click the "…" on a given contact and choose "Set as Primary Contact". This option is particularly useful for larger leads with dozens of contacts.
We've made the most common workflows easier to manage on mobile devices. The Inbox Page, the Lead Search, and the Lead's Details Page are all responsive now, and so is the general layout of the application (the sidebar, the search bar, the profile dropdown, etc.).
You can now quickly find the Smart View you're looking for. Click the magnifying glass next to the "Smart Views" header in the left sidebar and start typing the Smart View name.
Every account now has the following roles as standard: Admin, Super User, User, and Restricted User. These roles and their permissions have been chosen to cover most common use cases and cannot be edited or deleted.
We have updated and modernized the UI in our email templates settings, and we added an ability to duplicate a template.