If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.
We've just launched our public beta for Notetaker — your new companion for Zoom, Meet, and Teams conversations. Simply enable Notetaker and it will automatically join any scheduled meetings you have in Close that occur on Zoom, Meet, or Teams.
After each meeting, the recording, summary, and transcription will all appear directly in Close.
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Note: Notetaker is completely free during this initial beta period, but will become a paid add-on at a later date.
Previously, the search inside of the filter menu would not reveal Custom Objects or Custom Activities that matched your search string. This has been improved so that you can now search for Custom Objects and Activities and you will see all of the properties of that object.
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You can now automatically trigger a Workflow based on Custom Activity, Opportunity, and Contact events. With these new powerful triggers, here are just a few examples of what you can automate:
In addition to the new Triggers, we've expanded the options of which Contacts you can enroll in the Workflow based on the Trigger type you selected. This includes the Contact associated with the Opportunity for Opportunity events, any Contact associated with a Custom Activity event, and more.
Watch this quick demo to learn more:
Automate more in Close with Custom Activity, Opportunity, and Contact Workflow Triggers!
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Too many Smart Views in your sidebar? We've made some big updates to help you get the clutter under control.
Click the new icon next to the search in your sidebar to open the Saved Views page. This page shows all Smart Views, Conversations, and Reports your user has access to within your organization.
With robust filtering, this page makes it easy to find what you're looking for. Filter by type, sharing, or creator. Sort the list by creation date or last used. Use the new bulk delete feature to remove old, unused items.
A new "Unpin" icon appears on hover for any item in your sidebar. Items you remove from the sidebar still appear in the Saved Views page, so you never lose them.
To re-pin any view, click the three dots on its row in the Saved Views page and select "Pin to Sidebar".
You can now access the Potential Contacts page directly from the Inbox and New Lead modal. This makes it faster to uncover and connect missing contacts without leaving your current workflow.
You can now add CC and BCC recipients to any email template. These email addresses will be automatically included whenever the template is used in Close.
Additionally, you can now sort by any column in the Email Template list, including Last Activity. You can also select multiple templates at once to unarchive, archive, or delete them. Since teams frequently create new templates while older ones become outdated, we've made it easier to organize and clean up your template list so you and your team can quickly find the templates that matter most.
There are two new options for Workflow conversion goals — Meeting Booked and Lead Status Change.
Before, you had to keep closing and opening the sidebar to edit workflow steps, which made the screen jump around and was hard to work with. Now, you can see and edit everything at once. We've also made the layout more stable so things don't move around as much when you make changes.
In the Workflow list, we added the option to sort by any column, added a new "last activity" column, and made a few visual design updates to polish things off. Finally, we also added the option to select multiple workflows at once. All these changes were made to help you find your most important, active workflows quickly and ensure your team's Workflow list can easily be cleaned up.
You can now instantly share Smart Views with entire groups within your organization. Previously, sharing required selecting individual users one by one. With this update, selecting a group grants all current and future members automatic access to the Smart View.
This feature is available to Enterprise customers who have at least one group in their account.
To share an existing Smart View with a group, click the edit icon. If your organization has groups, you'll see a "Groups" tab where you can select groups to share with:
To create groups, go to Settings and select the "Team Management" tab. Your plan must include groups access for this feature to appear.
We made two updates to make importing and managing your data in Close more seamless.
You can now create or update opportunities using the importer, making it easier than ever to manage your sales pipeline.
Importing opportunities follows the same familiar flow as importing leads or contacts. Simply map the necessary fields during the import process, and Close takes care of the rest.
We've made it simpler to address import errors. The importer's pre-validation now checks for issues across all field types, including text, number, and date fields.
During the field assignment step, Close automatically identifies errors and provides the option to fix them directly within the review modal. There's no need to edit your spreadsheet or start over. Simply make corrections on the spot and continue with the import.
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