Actualizaciones de productos

Workflows: Minute delays, drafts, and more actions

‍

SMS acoplados (Beta)

Desde la página de inicio y la bandeja de entrada, ahora puedes seleccionar conversaciones de SMS para que te acompañen por toda la aplicación, fijadas en la parte inferior de la pantalla. Cuando lleguen mensajes nuevos, los verás al instante y también se reproducirá el sonido de notificación.

Mejoras de febrero

Novedades

• Call Transcript Playback: The call transcript playback now has a more compact design that optimizes vertical space, making playback more seamless. You can now interact with the scrub bar before hitting play, and we’ve added a convenient “Copy link to current time” action for call recordings. Additionally, the “Copy Transcript” button has been moved to the player actions for easier access.

• Report Sharing: You can now share saved reports—like Activity Overview, Activity Comparison, and Funnel reports—with individual team members or groups in Close. Previously, any changes made to a shared report were only saved for the person who made them. Now, when a shared report is updated and saved, those changes are reflected for everyone, keeping your team on the same page.

• Workflows: When configuring workflow triggers, you’ll now have the option to disable automated enrollment (and enable at a later date) without having to remove the automation filters themselves.

• API Updates: You can now create a Contact or Opportunity without first creating a Lead. When you do, the system will automatically generate a Lead and associate it with the new Contact or Opportunity. This update simplifies the integration process by removing the extra step of manually creating leads before adding contacts or opportunity (read more).

‍

Corrección de errores

• Fixed a bug that caused incorrect call status messages to display briefly. Previously, some users would see "Busy or rejected" flash momentarily before changing to "Call ended," which created confusion. The status text now updates correctly and consistently.

‍

Potential Contacts in Inbox

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 read more about this feature in our help docs here.

New "Saved Views" Page & Pinning Improvements

Too many Smart Views in your sidebar? You're not alone. We've made some big updates that should help you get all your clutter under control.

‍

‍

New Saved Views Page

Haz clic en el nuevo icono situado junto al cuadro de búsqueda de la barra lateral para ver la nueva página «Vistas guardadas». En esta página se muestran todas las vistas inteligentes, conversaciones e informes a los que tu usuario tiene acceso dentro de tu organización.

‍

‍

With robust filtering, this new page makes it easy to find what you're looking for. Filter by type, sharing, or creator. You can also sort the list by when a Saved View was created or last used. Try sorting to see the oldest views at the top and using our new bulk delete feature to remove old, unused Smart Views, Conversations, and Reports.

‍

Pinning Improvements

We've also made it super easy to clean up your sidebar with a new "Unpin" icon that appears on hover. Items that you remove from your sidebar will still appear in the new Saved Views page, so you never have to worry about losing them! You can use your sidebar for the most important Smart Views that you access regularly and keep everything else on the new page.

‍

If you need to get any Smart View back that you've unpinned, simply click the three dots on any Smart View on the new page and click "Pin to Sidebar" to bring it back. Easy peezy!

‍

Mejoras de enero

Novedades

• Conversations: When you save a conversations view you'll now now be able to share it with other users or groups.

• Workflow Editing Warning: You'll now receive a warning message if you accidentally navigate away from a Workflow with unsaved changes. This helps prevent accidentally losing your work by closing the Workflow Edit page before saving!

Plantillas de correo electrónico: CCO y CC, y mejoras en las listas

Ahora puedes añadir destinatarios en CC y CCO a cualquier plantilla de correo electrónico. Estas direcciones de correo electrónico se incluirán automáticamente cada vez que se utilice la plantilla en Close.

Además, ahora puedes ordenar la lista de plantillas de correo electrónico por cualquier columna, incluida la de «Última actividad». Asimismo, puedes seleccionar varias plantillas a la vez para desarchivarlas, archivarlas o eliminarlas. Dado que los equipos suelen crear nuevas plantillas mientras que las antiguas quedan obsoletas, hemos simplificado la organización y limpieza de tu lista de plantillas. Esto te ayuda a ti y a tu equipo a encontrar rápidamente las plantillas que más os interesan.

New Workflow Conversion Goals

There are two new options for Workflow conversion goals - Meeting booked and Lead status change.

• When Meeting booked is set as a workflow goal, the workflow automatically pauses and marks the contact as converted as soon as they book a new meeting.
• With Lead status change as a conversion goal, you can select specific lead statuses that trigger the conversion. When a lead's status changes to one of your selected options, the workflow automatically pauses. This is perfect for workflows targeting cold prospects that shouldn't continue once the lead progresses further in your sales funnel.

‍

Mejoras de diciembre

Novedades

• Call Recording Controls: We understand that you may need to obtain consent before recording or pause a recording when handling sensitive information. That's why we're excited to introduce the ability to start, pause, and resume recordings on live calls. Your team can now maintain compliance while still capturing call recordings.
  ‍
  ‍Additionally, you can delete recordings and transcripts when needed. If you have permission to delete activities, you'll find this option in the more menu for calls.
  

‍

• Bulk Enroll Contacts: When viewing a Lead, you can now enroll multiple — or all — Contacts from that Lead into a Workflow.

• Email Meeting Guests: We added a new option to meetings that lets you quickly email all the guests of a meeting. Use this option to send a quick follow-up or quickly verify if everyone can still make the meeting.

• Recent Email Templates: When selecting an existing Email Template, you’ll see the most recently used templates at the top of the list. We hope this change speeds up the process of finding the right template.

• Integration Link Icons: When you create an integration link, the icon from the destination website is now automatically shown next to that link. This will make scanning and quickly finding the integration link you need even easier.

‍

SMS Template Attachments

You can now add attachments to SMS templates. Attachments can only be sent to US, CA, and AU numbers. Go ahead and include an image of that new feature you just launched!

Workflow Edit and List Improvements

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.

‍

Share Smart Views with Groups

You can now instantly share Smart Views with entire groups within your organization. Previously, sharing a Smart View required selecting individual users one by one. With this update, users can select a group, and all current and future members of that group will automatically have access to the Smart View.

This feature is available to Enterprise customers who have at least one group in their account. It simplifies the sharing process and ensures that as group memberships change, all members will always have the appropriate access to Smart Views.

• Automatic Access: New members of a group gain access to all shared Smart Views.
• Dynamic Sharing: When group memberships change, visibility of the Smart View in their sidebar is updated automatically.

To share an existing Smart View with a group, click the edit icon. If your organization has any groups, you'll see a "Groups" tab where you can select groups to share the view with:

‍

To create groups, go to Settings and select the "Team Management" tab. Note that your plan must have access to groups in order for you to see this feature.

‍

Mejoras de noviembre

Novedades

• The quick insert menu is now available when composing an SMS message. Now, you can use a snippet to save time with common replies and messages. You can also use the quick insert menu to add a scheduling link, making it much more efficient to schedule a meeting.

• The email and SMS templates table now displays the last-used date for each template and how many workflows it's currently part of. You can also sort any column in the table. These changes will make it easier to quickly find commonly used templates or old unused templates that can be deleted.

• In the Leads and Contacts list, you can quickly add a filter for a column by clicking on the options menu in the header. This quick filter simplifies finding specific leads by letting you narrow results directly from the column header without having to search through all the possible filters. Also, in the Leads and Contacts list, you can now add a column to display the full primary email and phone number directly in the list view.

• When you click on an SMS message in the inbox, the SMS composer will now open by default. This eliminates the extra click needed to start replying to a message.
• We've modernized the phone number dialpad design and layout so that it's easier to quickly input the correct number.

Importer Improvements

We made two exciting updates designed to make importing and managing your data in Close more seamless than ever. These enhancements give you more functionality, save you time, and simplify your workflows.

Importing Opportunities

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.

‍

Error Handling

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.

Mejoras de octubre

Novedades

• On a lead page, whenever there is an email thread with at least two sent and received messages, you can (1) summarize the thread or (2) quickly expand all the emails on the thread. These updates are designed to help you save time by allowing summarizing long email chains or allowing you to quickly glance through the entire email chain.

• When you add a Contact to a Workflow, you’ll now see a section for Recent Workflows. This will make it easier and faster to add Contacts to Workflows you regularly use. No more scrolling or searching for that one Workflow you always use.

• You can now quickly create a new lead or assign a number to an existing Lead when reviewing missed calls from unknown numbers on the Conversations page.

• We added a new filter that can be used to find Leads or Contacts that have or have not been enrolled in a Workflow. This filter is very helpful if you have a Lead(s) with multiple contacts and you want to add another contact to a Workflow. It's also helpful when you want to find Leads that have not had a single contact in a Workflow yet.

• We will now notify you in Close if your microphone is muted when you are trying to talk to a Lead.
  ‍

Corrección de errores

• Fixed an issue that was causing outbound calls to be stuck in a created state. This previously only happened if you hung up immediately after starting an outbound call.

Inbox Improvements

We've made a number of improvements to our Inbox experience to help you drive your inbox count to zero and focus on high value items first.

‍

Customizable Primary Tab

‍

You can now control which items show up your primary tab and your Inbox count. This allows you to focus less on lower value Inbox items (e.g. follow-up reminders, OOO messages, etc.) and more on human-sent messages if you prefer.

To customize your Primary tab, simply locate the setting icon near the top of the Inbox page. Any items that you deselect will still be available in their dedicated Inbox tabs.

‍

‍

Reminders Tab

‍

We've added a tab dedicated to reminders that will show you any follow-up reminders (both email and opportunities) separate from emails and other items.

‍

‍

Send + Done and Reply Detection

‍

We will now automatically mark emails as Done when you send a reply by default. Previously, each send required a redundant click to remove the item from your Inbox. If you're in a scenario where you'd prefer to send a reply but keep the item in your Inbox, you can!

‍

‍

We've also made it easier to keep your Inbox clean when you email inside and outside Close. Whenever we detect a reply to an item currently in your Inbox, we'll mark it as Done so that you don't have to clear out items you've already handled when working through your Inbox while in Close. These items are still available in your Done folder if you need to reference them.

‍

Item Deduplication

‍

We've improved the experience when receiving an email or SMS message from an email address or phone number that happens to be associated with multiple leads in your organization. Rather than that item being duplicated for each lead, you'll see a single item related to that message in your Inbox. You can easily view the other associated leads if desired, and marking the item as Done on one lead will mark the item as Done on any leads where that item was referenced. By default, the oldest contact that contains the email address or phone number will be the lead/contact that is shown in the deduplicated item.

‍

‍

SMS Conversation View

‍

When receiving SMS replies and new messages in your Inbox, we'll now show you the full communication history between you and the contact (messages sent between the two numbers). This will give you full context into the conversation and make it easier to reply directly without leaving the Inbox.

‍

AI Search and Filtering

You can now use natural language to search and filter your Leads and Contacts in Close. Our AI-fueled Search allows you to find leads faster by taking your prompts and automatically building filtered lists for you.

‍

‍

Mejoras de septiembre

Novedades‍

• Ordenar por campos personalizados de tipo «Elección»: Ahora puedes ordenar los clientes potenciales por campos personalizados de tipo «Elección», con la opción de elegir entre orden ascendente o descendente. Esto resulta útil si deseas agrupar tu lista según los datos que registras en un campo de opciones (por ejemplo, para llamar a todos los clientes potenciales del mismo sector a la vez).

• Informe de correos enviados renovado: Hemos rediseñado por completo el informe de correos enviados. El diseño actualizado es más limpio y organizado, y se ve muy bien tanto en dispositivos móviles como en ordenadores de sobremesa. Ahora también puedes ordenar fácilmente la tabla por cualquier campo haciendo clic en los encabezados de las columnas, lo cual resulta útil si buscas información específica, como las plantillas que más utilizas.

• Ahora es posible archivar las actividades personalizadas: antes , era necesario eliminar todos los registros de actividades personalizadas existentes antes de poder eliminar el tipo de actividad personalizada. Ahora, puedes archivar un tipo de actividad personalizada específico sin tener que realizar todo ese tedioso trabajo manual. No podrás crear nuevas instancias de actividades archivadas, pero las instancias existentes seguirán apareciendo en los clientes potenciales. Las actividades archivadas no cuentan para los límites de tu plan.

Corrección de errores

• Problemas con las actividades personalizadas:
  • Hemos solucionado un problema por el que las actividades personalizadas válidas permanecían en estado «Borrador» cuando se ocultaban. Ahora, al ocultar una actividad personalizada se obtendrá el mismo efecto que al pulsar «Hecho».
  • También hemos solucionado un problema similar por el que las instancias de actividades personalizadas se guardaban en estado «Borrador» aunque se hubieran rellenado todos los campos obligatorios. Ahora solo se marcarán como «Borrador» si faltan campos obligatorios.

Mejoras de agosto

Novedades‍

• ¡Ahora puedes configurar una cuenta de correo electrónico predeterminada que se utilizará en los flujos de trabajo automatizados! Cada vez que se active un flujo de trabajo, ya sea de forma automática o en nombre de un usuario, los correos electrónicos de ese flujo de trabajo se enviarán desde la cuenta de correo electrónico configurada en este nuevo ajuste predeterminado.

• Hemos añadido dos nuevas opciones de filtrado para las vistas inteligentes: «Teléfono local » y «Teléfono remoto». Estas opciones te permiten filtrar las llamadas en función de números de teléfono específicos. La opción «Teléfono local » filtra las llamadas realizadas hacia o desde los números de teléfono de tu equipo en Close, mientras que la opción «Teléfono remoto» filtra las llamadas realizadas hacia o desde números de teléfono externos, como los de clientes potenciales o clientes.

• ¡Hemos añadido el logotipo de Lead a más lugares de Close! Ahora verás el logotipo en el cuadro de búsqueda de clientes potenciales, en el panel de próximas reuniones y en muchos otros sitios. 

• El límite de caracteres para los fragmentos se ha ampliado a 5.000 caracteres visibles.
• Las llamadas de números desconocidos aparecerán ahora como «Anónimo» en la barra de llamadas. Anteriormente, se utilizaba el mismo número de teléfono predeterminado para todas las llamadas anónimas.
• Al eliminar a un usuario, ahora podrás reasignarle cualquier flujo de trabajo al que estuviera asignado anteriormente.
• Se han añadido Tailandia e Indonesia como opciones a la hora de alquilar números de teléfono y crear paquetes normativos.

AI Lead Summaries

Customers on Pro, Enterprise, and Business plans can now use AI to generate concise summaries of Leads in Close.

These summaries include key details from recent activities, Custom Fields, Opportunities, Tasks, and Contacts. Whether you’re about to hop on a call, send an email, or prepare for a meeting, you’ll have all the essential information at your fingertips.

Lead Summaries are generated using advanced AI, but they may occasionally contain inaccuracies. You can help improve the quality of summaries by using the Thumbs Up and Thumbs Down button.

For more details on this feature, please refer to our help documentation.