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Product Updates

Improvement
May 31 2020
May Roundup

The team spent part of May building on our existing features, from the Custom Fields to SMS.

  • Custom Fields now support descriptions. Descriptions can be added to both Lead and Contact Custom Fields while creating/editing, and are visible on the lead page sidebar for each.
  • Expanded SMS to more countries (Belgium, Denmark, France, Israel, Puerto Rico, and South Africa).
  • Previously, an incoming call to an empty group number would be dropped immediately. Now, we handle forwarding and voicemail recording properly. We also notify all the active users in the organization about the missed call or voicemail.
  • Previously, an incoming SMS to an empty group number would be logged on the relevant Lead(s), but it wouldn't notify anybody. Now, it notifies all the active users in the organization.
Improvement
Apr 30 2020
April Roundup

While we launched our new Onboarding and Contact Custom Fields in April, that's not all we were doing.

  • Manually editing the “to” field in an email activity now properly updates the contact on that email (when expanding email template variables and filtering activities by contact).
  • Fixed a bug with our Zoom integration so that Zoom Web Client links are now correctly seen as Zoom meetings.
  • When editing an Opportunity, hitting cmd/ctrl-enter now submits the form as expected.
  • When transferring a call, transferrer info is no longer missing from the Call Bar.
  • Transferring a call to a Group Number no longer drops the call.
  • Fixed a bug that caused a small number of Exports to fail.
  • Fixed a bug that caused issues for imports that mapped a Contact Custom Field with a period in its name.
  • We now check if user has active SMTP when sending Bulk Email or Email Sequences
  • We released new versions of the desktop app that: improved the spellchecking, adds taskbar highlighting on Windows when there are incoming calls, and allows users to open closeio:// links from within the Windows application.
Improvement
Apr 10 2020
April Onboarding Improvements Potential Leads in Onboarding

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.

  • When you connect an email account, we now show Suggested Leads to get you up and running faster with your existing sales leads.
  • Connecting your GSuite account is faster than ever, but you can still connect any email account in a few clicks.
Improvement
Mar 31 2020
March Roundup

We had a busy March tackling issues big and small to make things run a bit more smoothly.

  • Tooltips got a cleanup and no longer get cutoff on the page.
  • Fixed an issue with Zaps running more than once for the same event in Close.
  • All of our select menus are now updated to use the same style.
  • The Opportunity edit view on the Lead page matches the experience on the Pipeline view (yay for consistency!).
  • Improved handling of imports on the Starter plan when users reach the Custom Field limit.
Improvement
Jan 16 2020
Task due times in "New task assigned to you" emails now display in your timezone Task assignment email with assignee timezone

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.

Improvement
Dec 12 2019
Reverting Lead Update Imports A table showing a list of imports, one of which is being undone

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.

Improvement
Oct 23 2019
Incoming Call Improvements

We've added a bundle of improvements to your incoming call experience in Close.

  • You can now ignore any incoming call—ignoring a call doesn't send the caller straight to voicemail, the way rejecting the call does, but you won't hear it ringing after you ignore it. The Close call bar showing a tooltip that says ignore
  • When you're on a call, we will now play a different incoming ringtone that is less distracting than our default ring tone.
  • Additionally, when you're on a call, we delay the ringing tone for an incoming call by 2 seconds.
Improvement
Aug 26 2019
Summer Bug Squashin'

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:

  • Showing you all of your email sequences when you have more than 100—great work, that's a lot of sequences!
  • You can reply to an SMS from someone who isn't a lead yet in your Inbox;—that's just a lead you haven't met yet 😉
  • Activity Overview report tiles now show graphs at the beginning of a time range even when displaying relative time ranges (like this week compared to last week).
  • Picking a new phone number? Countries are now sorted alphabetically in the selection menu.
  • Imports are now assigned to the user who performed them—no more mysteries about who imported the lead you're looking at.
  • Keyboard shortcuts now always apply to your active call (rather than an incoming call), and also now reliably work on Smart View and search result pages.
  • Easier ways to search for and report on bulk email and incoming calls.
  • ... and over a dozen more fixes for the features you use every day. Some you may notice right away, and some you may never see at all, but we think it's important to share the little wins, along with the big ones.
Improvement
Jul 23 2019
More Activity Comparison Column Control An animated image showing the contextual menu for Activity Comparison columns allowing reordering and sorting.

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".

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.

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