The team spent part of May building on our existing features, from the Custom Fields to SMS.
While we launched our new Onboarding and Contact Custom Fields in April, that's not all we were doing.
closeio://links from within the Windows application.
Whether you're signing up for a new organization in Close or inviting a new user into your existing organization, the experience has been improved with our new Onboarding.
Close has long offered the ability to customize the information you store on your leads, letting you store things like Company Size, Contract Renewal date and Industry that help your sales team make more informed decisions. Close now offers you the same ability to customize the information you store on each Contact, as well.
Whether you want to track who the decision maker is in each Lead or add a Skype username, you can now add the custom fields that your team needs. Custom fields on Contacts support the same types of custom fields you're familiar with on Leads, including choices, date, user, and API only (useful for integrating with 3rd party systems).
We had a busy March tackling issues big and small to make things run a bit more smoothly.
With the Zoom integration for Close, you can seamlessly capture and review Zoom cloud recordings from a lead page. After connecting your Calendar, get notified of upcoming Zoom meetings and join with one click. When the meeting is over, you can view and save Zoom Cloud recordings from the Meeting activity on the lead.
When someone assigns you a task in Close, the notification email now displays the task's due time in your own timezone instead of in UTC.
Meeting Sync makes it simple to connect your Google Calendar and automatically track the meetings you have with leads, and it works just like email sync in Close today. Just go to Settings→Connected Accounts and enable Calendar Syncing for any of your Google accounts. Once a calendar is connected, any meetings you schedule will appear on the leads they’re booked with. Changes to the calendar event will update the synced meetings automatically. You can also search for leads with Meetings scheduled, and when you're ready, you can report on the meetings you've had, too.
While you're using Close, you'll be reminded of upcoming meetings by the Reminder bar, which lets you jump into a call or to the lead with just a click.
Your sales process probably involves a series of Pipeline stages like "Demo Given", "Proposal Sent", "Contract Sent" and then "Won" or "Lost". That works great for your sales team, but what happens when your Success team tries to capture their process? Doing it all with a single, mixed set of statuses can be difficult and lead to confusion.
With the launch of Multiple Pipelines, each team or process in your company can have its own Pipeline, with its own name and set of Opportunity Statuses. Whether it's your Sales team, Professional Services, or Growth, track deals across every stage of the process.
When we introduced lead update imports earlier this year, we didn't include the option to undo an import that updated Leads. With this release, you can now undo any import, whether it created Leads, updated them, or both.
We've added a bundle of improvements to your incoming call experience in Close.
Our team likes to fix the annoyances and irritations that bug our customers throughout the year. In the last couple of weeks, our team has been busy squashing some of those frustrating issues, including:
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The Starter Plan is a new plan for small teams looking to get off the ground with Close. Get access to all of the core features in Close like calling, two-way email sync, SMS, and reporting for up to three users.
With the latest improvements to the Activity Comparison table, you can now sort, reorder and remove columns by right clicking in the column header, where you see the metric name, like "Sent Emails".
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.
Multi-Select Custom fields, introduced in April 2019, now support three bulk edit operations, which let you select whether to
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.
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.