Product Updates

Groups

As your team grows, your needs change. Whether you're looking at Activity reports by region or searching for Leads last emailed by your Support team, it's helpful to group your team members. With Groups in Close, you can quickly and easily filter a report by job function, or see how your Pipeline looks by region.

Since users can belong to more than one group, you can have an EMEA group, an AE group, and a Sales Management group with exactly the right people in each of them. Groups are available today on the Business plan.

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