Product Updates

New Contact Filtering Page columns

New customizable columns have been added to the Contact Filtering Page:

• Contact local time (based on the phone numbers)
• Contact Custom Fields
• Lead Custom Fields
• Lead fields: Description, URL, Created Date, Created By, Updated Date, Updated By, Primary Address 
• Lead and Lead Status are still present but were moved to the Lead section

Liquid - a new templating language

We’ve updated our templating language (email templates, integration links) to Liquid. Templates now support conditionals, defaults, loops, and many more advanced functionalities.

Lead Filtering Improvements

New operators are available in the Lead Filter Sidebar. The new operators (and their negative counterparts) are:

• “contains exact words” — replaces “contains exactly”
• “contains phrase” — a new one that specifies “full words in this order”
• “contains words starting with” — replaces “contains”
• “is exactly” — a new one used in some custom fields, for example, when “xyz” query must NOT match against “xyz abc”. This is important when you store some kind of identifier on your Custom Fields.

We've added more criteria to choose from when filtering to help find the data you’re looking for:

• Filter Sidebar now shows an "any text" filter under every search object. This allows you to perform a “full-text search” where we’ll search through every field on the object you select for the entered phrase.
• The "Date last updated" filter was added to the Sequences section in the Filter Sidebar.
• The “Local Time” filter in the Filter Sidebar now supports minutes. Previously, only hours were supported.
• Filter Sidebar now supports additional filters under the "Find any status change where…" section for Leads and Opportunities. Previously, you would only be able to filter by the latest status change.
• We have exposed two additional operators (“is on or before” & “is on or after”) in date filters in the Filter Sidebar. That should give more flexibility when choosing a date, whether a day is inclusive or not.
• The “A {activity type} activity is present” filter (e.g., “A call is present”) is added.
  

July Improvements

• The sidebar will automatically collapse itself on narrower screens (it can still be manually un-collapsed).

• Split Opportunity Badges will now show the hover tooltip properly when the text is truncated. This also applies to all other places where a tooltip was conditionally shown when text is truncated.
• The Lead Activity search input is now behind an icon on narrower (laptop & down) screen sizes.
• The layout of the Lead Activity filters has a better layout for mobile.
• "Copy to clipboard" button added to Custom Fields in Custom Fields section on a Lead page. It's shown when you hover your cursor on a Custom Field.
• Changes to Custom Activity fields (create, delete, edit, reorder) are reflected in the Custom Activity form without having to refresh the app.
• Leaving a Voicemail Drop no longer pauses a Sequence Subscription with a calling step. Previously it did, as if leaving a VM Drop was the same as having a meaningful conversation.
• We now emit an “answered” Event whenever a call is answered. This allows certain 3rd-party integrations to act immediately when a callee picks up (e.g. turning on real-time coaching on the Close user’s computer).
• When deleting a Document from a Regulatory Bundle the confirmation dialog text shows more information about the document you are deleting.

June Improvements

• You can now compare different time periods in your Opportunity Funnel Report. This new filter is available for day, week, month, quarter or year comparisons.

• It’s also now possible to compare Opportunity Funnels across Close users. Knowing the relative performance of your team members, at each funnel stage, helps you efficiently allocate your coaching efforts. Compare user to user, user to group, or group to group within seconds.

Some changes you’ll notice when comparing Close users:

• Metric Tiles are replaced by a User Comparison Summary table.
• For 2 users the Graphs are shown side-by-side for ease of comparing. For 1 or 2+ users the Graph shows aggregated data.
• The Stages table in the bottom section is replaced by User Comparison table. Each pipeline stage is shown per user.

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• We’ve also given you more control over managing your invoices. You can now download all your invoices in one place. Head over to Your Billing Payment Settings page and click the description to initiate downloads for Subscription, Usage Credit and Usage Summary Invoices.

• You’ll now notice smarter usage billing when you have a credit balance. In the event your account has a credit balance, those funds can now be applied to your telephony usage charges. Previously, those credits would only be applied to subscription charges. Keep an eye out for more billing enhancements over the coming month.

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Additional June improvements:

• Changed default option in auto-complete to new Search (instead of old Search) when there are no suggestions in the Search box.
• Improved the wording of the Sequence Detail Modal to clarify why emails fail with a “revoked Send As permission”.
  

May Improvements and Bug Fix Roundup

• It’s now possible to filter an Opportunity Funnel Report by Smart View, allowing you to further analyze your opportunity pipeline performance.

• We've continued our progress to upgrade our lead filtering experience. Users with access to our old text-based queries will no longer see two versions of the Leads tab in Close. During this upgrading process, users will still be able to access text-based queries via an on-page link.

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SavvyCal native integration

Automate calendar booking, round robin assignments, and more with the native SavvyCal integration for Close. This integration also helps you sync + update Contacts and align your team around meetings that matter––all in an intuitive, visual calendar tool.

To learn more about the details of setting up this integration, check out the SavvyCal knowledge base.

Segment integration

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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.

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Check our Help article on how to integrate with Segment.

Opportunity Funnel Report

We added the Opportunity Funnel report. It’s now possible to analyze your: 

• Win Rate
• Conversion Rates between the stages
• How much time do your Opportunities spend there
• Overall Win Rate
• Time to Win
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To learn more about the Funnel report best case practices, check out our Help article.

April Improvements and Bug Fix Roundup

• It’s now possible to set a delay in hours (additionally to days) between the required and optional steps in the Sequences. This will make sending the call follow-ups faster in the 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 a review.
• We fixed an issue where Close would prematurely hang up on leads leaving a voicemail message for a Close user / Group Number. 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).

Activity Feed Search

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!

Sending MMS

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.

March Improvements and Bug Fix Roundup

• 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.

Calling on Sequences and more

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, showing on the Overview tab in the Sequence details.

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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.

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February Improvements and Bug Fix Roundup

• 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.

Receiving MMS

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.

January Improvements Roundup

• We raised the limit of allowed contacts per lead from 200 to 300.
• We updated the design of the upcoming meeting notification bar. Additionally, we no longer show the notification bar if the meeting is canceled and if the current user did not respond to the upcoming meeting.
• When a Trial user wants to choose a plan but exceeds the account usage limits (Email templates, Pipelines, Custom Activities, etc.), we notify and instruct them how to address it.
• When removing a user, we only show reassignment options for the types of objects (task, opportunity, email, etc.) that are currently assigned to that user. We also present how many of these objects would be reassigned.
• We improved the display of the “Role” column on the Team Management page.
• We redesigned Email, SMS, and Status Change badges in the Lead Activities feed so that users have an easier time telling the difference between different Activity types.
• We now send users emails when their regulatory bundles are accepted or rejected by Twilio.
• We display email attachments preview, in the new tab, instead of an immediate “open or save file” prompt. If a user actually wants to save the file, they can still do it afterward (e.g., with Cmd/Ctrl + S).
• We now give more context around what’s about to happen when you attempt to remove a Connected Account.
• We made the “activities are being filtered” message in the lead page more sticky, so you’ll always have a chance to remove the Contact filtering if needed.
  

January Bug Fix Roundup

• We improved our email renderer so that the UI doesn’t freeze with certain email bodies anymore.
• We fixed an error when users want to bulk update a “User” type Lead Custom Field with an inactive user.
• You’ll no longer see a confusing “Object does not exist” error if you try to send an email associated with a deleted email account.
• The Primary Opp. Status column now shows data correctly on the New Lead Filtering page.
• We fixed an issue where the New Lead Filtering page would break if it tried to load a User Custom Field query with an inactive user.
• We 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.
• You’ll see more consistent names in the table headers across the Lead search (e.g., “Company” with “Name”), Contact Search (e.g., “Contact Name” with “Name”), and Importer sections.
• You can now decide whether you want to automatically archive your Gmail emails or not when you hit “Done” in the Close Inbox. The toggle is exposed in the Connected Account Settings under “Done/Archive Sync”.
  

December Improvements Roundup

• 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 the limits.
• We allow users in Canceled or Trial Expired organizations to perform User Reassignment when removing a user.
  

December Bug Fix Roundup

• 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.