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Product Updates

Improvement
Jul 08 2019
Filter Lead Activity by Multiple Users Screenshot of Activity Feed User Filter

Lead Activity can now be filtered by multiple users at once, as well as by contact or activity type. If you want to see activities from just one group, like your AEs, it's now as simple as selecting them from the filter menu.

Improvement
Jul 01 2019
Bulk Edit Improvements for Multi-Select Custom Fields

Multi-Select Custom fields, introduced in April 2019, now support three bulk edit operations, which let you select whether to replace, add, or selectively remove options from the field when updating. We've also increased the number of options that can be included in the custom field, as well as the number of selections that can be made on a particular lead. If you are a developer and want to learn more, visit our developer documentation.

New feature
Jun 20 2019
Saving and Sharing Activity Reports 🎉

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.

Improvement
Jun 14 2019
Importer Merge & Update

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_created:IMPORT_ID and 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.

Improvement
Jun 05 2019
Collapsible sidebar

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

Improvement
May 31 2019
New Lead Activity Filtering

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.

Improvement
May 03 2019
Farewell Lato font 👋

We’re now using system fonts instead of the Lato font. This change reduces our app dependencies size, speeding up Close app loading time.

New feature
Apr 25 2019
Multi-Select Custom Fields

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)".

Learn more about Custom Fields

Improvement
Mar 28 2019
Find leads with emails sent by a Sequence

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 sent_by_sequence.

Improvement
Mar 09 2019
Hello Close, bye bye Close.io 👋

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.

Improvement
Feb 25 2019
SMS support for United Kingdom and Australia

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.

New feature
Jan 25 2019
API Changelog

We now have a dedicated API Changelog to keep track of notable changes to our API.

New feature
Jan 24 2019
New Telephony permission

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.

New feature
Jan 23 2019
Search in Email Templates Settings

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.

New feature
Jan 11 2019
Duplicate detection in the New Lead Modal

Nobody likes duplicate data. When you create a new lead manually, we will now show you similar leads that already exist in the system.

Improvement
Jan 10 2019
"Set as Primary Contact" option in the Contact Dropdown

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.

Improvement
Jan 09 2019
Mobile improvements

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.).

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