We released a brand new Conversations page in Close. Easily find and review calls and meetings without digging through leads.
- Keyword and phrase filtering. Search through notes, transcripts, and summaries to find calls and meetings about a particular topic.
- Filter by call properties. Filter to only show calls in particular directions, over or under certain durations or talk time percentages*, or only for calls that were recorded.
- Filter by User or Smart View. Review calls made by a particular User or calls made to Leads in a particular Smart View.
- Save views for easy access. Easily save your filter sets to avoid having to recreate them later.
*Transcripts, summaries, and talk time percentage are only available on calls made with Call Assistant enabled.
