Product Updates

The Opportunity Funnel report makes it possible to analyze your:

• Win Rate
• Conversion rates between stages
• How long opportunities spend in each stage
• Overall Win Rate
• Time to Win

To learn more about Funnel report best practices, check out our Help article.

We've integrated with the Segment platform, and Close can now be used as a Destination for your customer data. With the current version, it's possible to:

• Create new Leads and Contacts by setting all necessary data points as predefined and custom fields.
• Update existing Lead and Contact data.
• Group Contacts under specific Leads.

Check our Help article on how to integrate with Segment.

• It's now possible to set a delay in hours (additionally to days) between the required and optional steps in Sequences. This will make sending call follow-ups faster in Call and Email Sequences.
• We fixed an issue where attaching multiple Supporting Documents of the same type to a Regulatory Bundle would result in an uninformative, generic error when the user tries to submit the Bundle for review.
• We fixed an issue where Close would prematurely hang up on leads leaving a voicemail message. Now, the system finishes recording the message automatically after 30 seconds of silence (replacing the previous 5-second threshold).
• We added a new look for the buttons in the interface (rounded corners).

You can now filter the Activity Feed on Leads by a keyword or phrase. Simply type into the search box on a lead, and your Activity Feed will show only activities matching your word or phrase. Each activity will be expanded, and phrases will be highlighted to help you easily understand the matching context.

Additionally, we've added a date range filter that will allow you to isolate only activities between two dates. Combine this filter (and any other existing filter) with the new search input to quickly find what you need in Close!

It's now possible to send MMS in Close, allowing you to send images and other forms of media (videos, PDFs, audio files, and more) to your leads the same way you send SMS today.

It's available for US and Canada-based numbers. If you have an eligible number, you'll now see a file attachment icon when crafting a new SMS, or you can simply drag and drop files directly onto your message.

We'll also now display thumbnails for media sent and received via MMS.

• We upgraded our Stripe checkout flow, so now users are redirected to and from a Stripe checkout page when adding or updating card info.
• We redesigned certain interface elements - login screens, page headings, and Opportunity statuses badges.
• We fixed an issue where users couldn't log out of the "verify email" onboarding step.
• We fixed an issue where the email composer sender select would stay disabled even after a new connected account was added.
• We improved the Team Management users table to properly show 2FA as enabled even if the user has been blocked (fail ten 2FA codes in a row).
• It's now easier to expand/collapse a Contact's details thanks to a larger clickable area.

It's now possible to add Calling as a Step to your Sequence — improve your workflows and the effectiveness of your prospect communication. Add required or optional Calling steps, assign a Caller or a Group, enroll your Contacts and start calling them from a new To Do section, shown on the Overview tab in the Sequence details.

Apart from that, we've added the following improvements:

• We show more details about Sequence-related statuses and errors and how to handle them.
• We now use Contact's timezone for scheduling emails and Sequence calls.
• We added a User filter to the Sequences Report.
• It's now possible to search for Contacts in a particular Step and see all the Sequences that Contacts are enrolled in a dedicated Sequence column in Contact Filtering.
• We added support for Sequence reassignment when removing a Connected Account.
• It's possible to bulk enroll Contacts to Sequences in the Contact and Lead Filtering.
• We added a search box along with Active and Archived filters to the Sequences list view.

• We added Multi Sorting capabilities to the new Leads and Contacts Filtering pages. Now you can sort by multiple columns, drag-n-drop sorting order, switch between ascending/descending sort for every sorting column, and clear the fields.
• We fixed a bug where emails with anchor links would sometimes break email rendering in the application.
• We fixed a bug where we would sometimes fail to rent a number and say there aren't any matching the user's specification (even though there were numbers in stock).
• We improved the Sequence and organization navigation behavior — navigating to the Sequence from a different organization will now automatically switch you to that organization.
• We fixed an issue where the email composer would occasionally drop your previous "Send As" Sender choice.

It's now possible to receive MMS in Close. It's available for US and Canada-based numbers. You'll see them in your lead activity feed as an SMS with attachments.

Additionally, we've redesigned the email attachments in the lead activity and inbox.

• Raised the limit of allowed contacts per lead from 200 to 300.
• Updated the design of the upcoming meeting notification bar; the bar no longer appears if a meeting is canceled or if the current user did not respond.
• Trial users who exceed account usage limits (Email templates, Pipelines, Custom Activities, etc.) when choosing a plan now receive clear guidance on how to address it.
• When removing a user, only reassignment options for object types currently assigned to that user are shown, along with a count of how many objects would be reassigned.
• Improved the display of the "Role" column on the Team Management page.
• Redesigned Email, SMS, and Status Change badges in the Lead Activities feed to make different activity types easier to distinguish.
• Users now receive emails when their regulatory bundles are accepted or rejected by Twilio.
• Email attachment previews now open in a new tab instead of triggering an immediate "open or save file" prompt.
• Added more context to the confirmation flow when removing a Connected Account.
• The "activities are being filtered" message on the lead page is now stickier, making it easier to remove Contact filtering.

• Improved the email renderer so that the UI no longer freezes with certain email bodies.
• Fixed an error when bulk updating a "User" type Lead Custom Field with an inactive user.
• You'll no longer see a confusing "Object does not exist" error when sending email from a deleted email account.
• The Primary Opp. Status column now shows data correctly on the New Lead Filtering page.
• Fixed an issue where the New Lead Filtering page would break when loading a User Custom Field query with an inactive user.
• Fixed an issue where adding a Custom Field with a comma in its name as a column on the Leads page would break the page.
• Users with a comma in their names can now invite new users to their organizations.
• Table headers are now consistent across Lead search, Contact Search, and Importer sections (e.g., "Company" / "Name", "Contact Name" / "Name").
• You can now choose whether to automatically archive Gmail emails when hitting "Done" in the Close Inbox. The toggle is in Connected Account Settings under "Done/Archive Sync".

• We refreshed the Sequences edit screen (adding empty state for Sequences steps list and redesigned "Add a step" buttons).
• We redesigned the Organizations Settings page, and it now includes an Organization Copy ID button.
• We added a warning for users who try to subscribe or bulk email more than 500 leads or contacts from a Gmail account that has sending limits.
• We allow users in Canceled or Trial Expired organizations to perform User Reassignment when removing a user.

• When copying long links from Notes (which are displayed shortened), we now copy the entire link instead of the shortened one.
• We now correctly disable the "type" field when editing Custom Activity Fields.
• After inviting a user to an organization, and that user is already a Close user, they will now show up as a member immediately rather than showing as a pending invite.
• Text area in Custom Activity breaks appropriately into a new line.

Sequences now include Overview and Reporting tabs.

In the Overview, you'll find general metrics and a list of the sequence's steps. In the Reporting tab, you can analyze sequence performance in detail using the Step breakdown and Data filter.

Additionally, Lead and Contact Filtering now includes Sequence-related options: Sequence name, Status, Status reason, and Date created—making it easier to build targeted lists.

You can now filter your Leads using a simple visual query builder. Specify the criteria, add filters and groups, and create an actionable list of Leads ready to engage. You can also share your list using the new Share Link button.

When searching, start typing any information about a Lead or Contact (name, email address, telephone number) and we'll provide you with up to 5 suggestions, making the whole searching process faster and more efficient. We also now show a brief history of recently viewed Leads in the search bar for quick access.

When you're searching for a contact and find the one you're looking for, clicking on it will now show the Lead filtered by Activities with that contact, as well as expanding the contact details.

For our users with technical needs, our development partners, and anyone else who needs to interact with the Close API, the new Developer Docs will make finding what you need and understanding how to use it much easier. Among the many improvements are:

• Code samples displayed in multiple languages
• Easier navigation
• Fast search with typeahead completion

When creating a new Close account, we are now able to detect if your email is a Microsoft account. When it is, the email setup and connection can be performed in a few clicks, as is already the case for Google email accounts.

Opportunities have long used color-coded labels to indicate Active, Closed: Won, and Closed: Lost. With this update, it's now easier to see the name of the Pipeline each status belongs to, as well as the type of status change in the Activity Feed. Other design improvements include a refreshed Search dropdown and updated buttons for Contacts on Lead pages.