Improvement
What's New
- Call Transcript Playback: The call transcript playback now has a more compact design that optimizes vertical space, making playback more seamless. You can now interact with the scrub bar before hitting play, and we've added a convenient "Copy link to current time" action for call recordings. Additionally, the "Copy Transcript" button has been moved to the player actions for easier access.
.png)
- Report Sharing: You can now share saved reports—like Activity Overview, Activity Comparison, and Funnel reports—with individual team members or groups in Close. Previously, any changes made to a shared report were only saved for the person who made them. Now, when a shared report is updated and saved, those changes are reflected for everyone, keeping your team on the same page.
- Workflows: When configuring workflow triggers, you'll now have the option to disable automated enrollment (and enable at a later date) without having to remove the automation filters themselves.
- API Updates: You can now create a Contact or Opportunity without first creating a Lead. When you do, the system will automatically generate a Lead and associate it with the new Contact or Opportunity. This update simplifies the integration process by removing the extra step of manually creating leads before adding contacts or opportunities (read more).
Bug Fixes
- Fixed a bug that caused incorrect call status messages to display briefly. Previously, some users would see "Busy or rejected" flash momentarily before changing to "Call ended," which created confusion. The status text now updates correctly and consistently.
