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_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.
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.
We’re now using system fonts instead of the
Lato font. This change reduces our app dependencies size, speeding up Close app loading time.
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)".
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
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.
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.
We now have a dedicated API Changelog to keep track of notable changes to our API.
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.
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.
Nobody likes duplicate data. When you create a new lead manually, we will now show you similar leads that already exist in the system.
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.
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.).
You can now quickly find the Smart View you're looking for. Click the magnifying glass next to the "Smart Views" header in the left sidebar and start typing the Smart View name.