Product Updates

A new action is available in Workflows: automatically updating a Lead's status. You can configure Workflows to change a Lead's status at one or multiple points in the flow, reducing manual work and improving accuracy.

For example, at the start of a Workflow you might set a Lead's status to "Potential" or "Actively Working." If the Lead reaches the end of the Workflow without engaging or responding, their status could automatically change to "Unresponsive."

We've released a few new additions to Close to help you collaborate with your team.

@mention other users and groups in notes

You can now @mention users and groups within notes and activities. Any user that is mentioned will receive a notification via email that links them directly to the activity in Close.

We hope this allows you to collaborate more efficiently, rather than creating tasks that reference notes or other activities on the lead.

Comment on activities

You can also comment directly on various objects and activities in Close. This should make discussions with leads, calls, opportunities, etc. much more seamless in Close, avoiding the need to have those internal conversations outside of Close.

We hope both features allow you to keep more of your conversations in Close so you always have the most context when interacting with your leads.

• Easier Access to Edit Smart Views: You can now edit the name and permission settings of Smart Views directly from the 'More' menu in the page header.
• Add New Users Directly: Organization Admins can now add new users directly, replacing the old invite system and making user setup faster and more straightforward. Additionally, the Zapier action "Create Invite" has been renamed to "Add User" to align with this new process. This name change should not break existing Zaps.
• Enhanced Visibility to Email Follow-Up Options: The email interface now clearly shows the two options available ("Follow Up" and "Enroll in Workflow") if the recipient does not reply.
• More Efficient Bulk Processing: When bulk emails and actions are run simultaneously, they are now processed in separate queues. Previously, bulk emails and actions shared a queue, which could cause delays if either process was long-running.
• Relocated Email Attachment Button: When composing an email, the attachment button has been relocated from the activity footer to the formatting toolbar for easier access.
• Search Within Snippets: You can now search for Snippets by the text within their bodies, simplifying the process of finding the snippet you need without having to remember its name.
• Link to Specific Activities via Zapier: An activity_url field has been added for each activity type in Zapier—Call, SMS, Note, Email, Meeting, and Custom Activity. This feature allows direct linking to specific activities for easier access.

Bug Fixes

• Improved Accuracy of Call Assistant Summaries: We've enhanced our Call Assistant to more accurately attribute dialogue, reducing instances of incorrect speaker identification.
• Fixed Activity Date Filter: The date filter on the lead page now correctly filters activities based on the activity date.
• Addressed Broken Avatar Images: Avatars that fail to load will now display the user's initials until the image can be reloaded.
• Resolved Email Attachment Sharing Errors: Fixed an issue where attempting to share email attachments to external services, like Google Drive, would result in an "Unauthorized" error.

Struggle with composing emails that hit the right tone or length? The new AI Rewrite Assistant helps you write faster and more effectively. Highlight the text, click the AI button on the toolbar, and choose how you want to refine your message. No more tab-switching or external tools needed.

Here are just a few ways you can leverage the power of the AI Rewrite Assistant:

• Shorten: Reduce the reading time of lengthy emails with a single click.
• Lengthen: Add depth or details to your message by expanding on key points or bullet points.
• Simplify: Make your emails more digestible by simplifying complex language and long sentences.
• Change Tone: Tailor your message to suit the recipient's expectations or adjust the tone to match your current mood.

Learn more about how this feature works here.

We released a brand new Conversations page in Close. Easily find and review calls and meetings without digging through leads.

• Keyword and phrase filtering. Search through notes, transcripts, and summaries to find calls and meetings about a particular topic.
• Filter by call properties. Filter to only show calls in particular directions, over or under certain durations or talk time percentages*, or only for calls that were recorded.
• Filter by User or Smart View. Review calls made by a particular User or calls made to Leads in a particular Smart View.
• Save views for easy access. Easily save your filter sets to avoid having to recreate them later.

*Transcripts, summaries, and talk time percentage are only available on calls made with Call Assistant enabled.

What's New

• The Leads and Contacts tables now have a "Hide Column" action.
• Now outbound SMS messages have an outbound icon for quick distinction between inbound and outbound messages in the activity feed.
• When reviewing a call transcript, clicking "Jump to current time" now takes you directly to that point instead of scrolling. This is faster and less disorienting.
• We changed the Activity badges (call, email, task, etc.) icons. We updated the color and contrast of each icon making it easier to pick out different activities while scrolling the activity feed.
• We added "3 Months" as a snooze option for tasks or reminders.
• When using our mobile app, the share menu on Leads now uses device native share functionality when available. Now, if you're on your phone you can quickly send a Lead through Slack, iMessage or any available app on your phone.
• We updated and added new actions to Zapier:
• Added three new search actions: Find Group, Find Meeting(s), and Find Contact(s)
• Added Email unsubscribe as a new trigger
• When running a bulk action through Zapier, you're now required to specify a Lead Smart View. This will protect against accidentally running the bulk action for all your Leads in Close.
• When using the Bulk Workflow Subscription Action, you can now select a Contact Smart View as well as a Lead Smart View.

Bug Fixes

• When you duplicate an archived Email Template, the new template will no longer be archived at the time of creation.
• When creating or editing a Scheduling Link, you could save a new link without a valid URL. This is now fixed and we validate there is a valid URL before saving.
• Attempting to remove the last admin in an organization will now require you to set a new admin first.

We released the email-sending limits, allowing admins to define the limits for both regular (Gmail, Outlook, etc.) and mass-sending email accounts (SendGrid, Mailgun, etc.). These limits affect all connected accounts within a single Close organization.

These sending limits impact bulk and workflow emails (one-off emails are not limited). It's possible to apply them per day or hour, and it's possible to define the minimal amount of sending time between emails to limit bursts.

Find out more in our help article.

We released an update to our email unsubscribe functionality. Earlier this month, when we released the functionality to automate managing your unsubscribes you could either turn it on or off for your entire organization.

Now, after this past release, it's much more flexible with:

• Customizable unsubscribe links. Match your brand and email template types with specific messaging.
• Find and manage your unsubscribed contacts. Filter, search, or create a Smart View to find every unsubscribed contact.
• Undo an unsubscribe. Resubscribe contacts who may have accidentally unsubscribed in a click.

Find out more in our help article.

We've added the ability to save your column set as part of your Smart View.

When creating a new Smart View or updating an existing one, we'll automatically save your column set so that it loads along with the Smart View. This will help teams that want to focus on different pieces of information on the Lead or Contact when using particular views.

If the Smart View is shared, any user that accesses the view will automatically see the saved columns.

We released Snippets, which allows you to add a sentence or paragraph of text you type frequently and insert it into the email, SMS, notes, and template editors.

The quick insert menu is a new way of interacting with editors. By typing / you can insert a snippet, scheduling link, or template tags into the editors.

We also slightly adjusted our pricing — from now on, only shared email templates, SMS templates, and snippets count toward organization limits.

You can now enforce a hardcoded unsubscribe link on all Bulk and Workflow emails for your organization.

More unsubscribe functionality — including the ability to customize the unsubscribe link and manage unsubscribed contacts — has since been shipped as a follow-up update.

What's New

• You can now report issues for calls linked to meetings.
• The call activity section has been reorganized to display information vertically, replacing the previous tab or dropdown format.

Bug Fixes

• Fixed an issue where a disconnected Calendly account did not show as disconnected in the system.

• You can now drag and drop columns to quickly change their order.
• When submitting a support ticket from Close, you can now record a session to submit along with your ticket. This session recording tracks errors you may be seeing. Note: it does not record audio.
• Call recordings now automatically pause when you are no longer viewing the recording. If a call is already playing and you start another, only the new one will play.
• Our ChatGPT plugin now has access to transcription summaries from calls and voicemails for teams using Call Assistant.
• You can now swipe between lead page tabs in the Close mobile app.
• You can now copy field text from any custom fields on Custom Objects, similar to the options on Lead, Contact, and Opportunity fields.

Bug Fixes

• SMS attachments will now send with the correct file name. Previously, PDFs were sent with a generic application_1.pdf name.

Calls will now automatically attach to Meetings in certain scenarios to help declutter your activity feed.

Notes:

• Calls placed from Close less than 15 minutes before the start of the meeting or during the meetings scheduled time will be automatically attached.
• The call must be placed to number associated with a contact attending the meeting or a phone number listed within the meeting itself.
• Multiple calls can be linked to the meeting in case or disconnects or unanswered attempts.
• Calls attached to Meetings are still tracked in reporting as they were previously.
• Notes taken within the Meetings field are also reflected on the attached calls when accessed through the API.
• At this time calls can not be manually attached or detached from meetings.
• Calls will only be attached when the Meeting exists prior to the call being placed. There is no historical linking associated with this feature.

We've released the V1 of the Close app for Android. You can download it by clicking on this Google Play link.

On top of that, we added push notifications and inbound calling support (both iOS and Android).

Call Assistant Improvements

• As audio plays, the transcript automatically scrolls to stay in sync.
• Speaker charts now display in all calls with transcriptions, showing the breakdown of talk time between each person. Click anywhere in the chart to navigate to that spot in the recording.
• Calling service connectivity has been further improved. The phone icon in the top right of the app now indicates the calling service status — it pulses while a connection is being established and turns red if the connection fails.

Leads and Contacts List

• Click on a column header to quickly sort by that column.

Email Editor

• New "Clear formatting" option removes styling from selected text.
• You can now choose custom colors for text or text highlights.
• If a regulatory bundle you submitted is rejected, the notification now includes the specific document that was rejected and the reason why.

Bug Fixes

• Fixed native mobile app issue where attempting to edit an old draft email would show a blank pop-up.

• Customers with an approved A2P 10DLC campaign will automatically receive SHAKEN/STIR Level A attestation.
• The Call Assistant transcript UI has been updated with distinct colored icons per user and a refreshed layout, making transcripts easier to read and scan.
• If a new contact appears in an email thread within a Lead, you can now add them as a contact in one click.
• Easily copy and share a lead page URL.
• Mobile app updates:
• Push notifications for incoming SMS, missed calls, and new voicemails
• Option in call settings to disable inbound calls to your device
• Quick action buttons (Email, SMS, Call)
• Search bar now always visible instead of appearing in a popover
• New Zapier version with improved Notes actions.
• Updated thumbnail display for attachments and improved spacing in the Lead Activities list.
• SMS replies now automatically use the same phone number that sent the original message (if still available).
• Voicemail email notifications now link directly to the Lead with the voicemail filtered in the activity feed.
• Failed emails can now be edited and re-sent.

When you open a Lead from a lead search, contact search, or Smart View, you'll now see a button at the bottom-right corner.

You can use that (or j and k keyboard shortcuts) to navigate the list.

When enabled, Call Assistant adds new functionality to any calls recorded in Close.

Transcriptions

Call Assistant automatically transcribes all recorded calls made through Close.

• Know exactly what was said without painstaking review
• Skim the transcript and jump to any point in the conversation by clicking on the text
• Speaker labels help you understand who said what

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• Search through transcriptions at the transcript level, or use Lead search to find all leads with transcriptions containing specific words or phrases.

Summaries

• Call Assistant generates a short summary after each call based on the transcript.
• Get the gist of each conversation without relying on notes, and review previous interactions much faster than before.

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• Updated the Lead Page SMS editor:
• Improved look and feel.
• "Send Later" menu now has the same options as the Email editor.
• Unusable phone numbers are now visible (but disabled) in the From/To selects.
• Scheduling Links can now be inserted into SMS messages.
• Contact name is now displayed on the Opportunity card in the Pipeline report.
• Updated the look and feel of several Lead Activities: Opportunity Status Change, Task Completed, Custom Activities, and Lead changes.
• Added a thread count badge to Inbox items.
• Added animations to upcoming activities and modals across the app.
• Updated SMS, Lead, Note, and History icons.