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.
You can now collapse the left sidebar and take advantage of more space.
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)".
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.).