Product Update: Archiving Email Templates, Emojis, Revamped Support Center and More

We have several exciting product updates to share with you that will improve your sales process.

No More Clutter: Archive and Activate Email Templates as Needed

Our customers create a lot of email templates for various purposes and for different stages of the sales process. Sometimes, this makes it hard to find the email templates they use the most.

Now, we’re happy to introduce our email template archiving function. This will help you avoid unnecessary clutter and give you immediate access to your most frequently used email templates.

Instead of deleting your email templates, you can archive and activate them as needed.

To utilize this function, head to "Settings" and then choose "Your Email Templates." From there, simply hover over the template(s) you want to archive, and the Archive button will appear on your right.

‎Templates will reside in the Archive folder until you choose to either make them active again or delete them.

‎Improved Email Templates: Now with a Searchable Dropdown

We’ve created a searchable template dropdown in the email compose form so that you can create your emails quicker and close more deals.

Simply click the “Choose a template” dropdown and search for the relevant template for your customer or lead. When you see the one you want, hit enter.

Your email will be instantly populated and ready to send, meaning you’ll have time to send even more emails. (Tip: You can also quickly send an email using the Cmd-Enter or Ctrl-Enter keyboard shortcut.)

‎BONUS: We’ve increased the per-user template limit from 500 to 5,000 so that you can create even more template options.

New in Version 2.3 [Native Mac/Windows Apps]

• Emojis are now properly displayed: A smile goes a long way, so add a bit of extra personality to your emails by including emojis.

• Enjoy full-screen mode on your activity reports: Do you have a dashboard in the office? Pull your activity reports and stay on top of what’s happening.
• Improved error messages: If the application fails to load, you’ll know exactly what the issue is.
• Open links in a new window: Use middle-click or Ctrl/Cmd+click to open a link in a new window and avoid abandoning the current screen.
• Improvement to call recordings: We’ve added a download/open item to the right-click menu for audio elements.

Other updates

• Find the right user in seconds: We’ve added a search bar to Inbox and Reports, allowing you to find who you’re looking for faster than ever.

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• The Close Zapier app has two new Actions: It now supports an Update Lead action to create new leads and update existing fields on a lead based on any data trigger. This takes advantage of Zapier’s new multi-step Zaps functionality. Our Zapier app also supports a New Contact action.
• Enjoy our revamped Support Center: We’ve updated the design to give you a better Support Center experience.
• Added functionality to calls: You can now assign missed calls from unknown numbers and calls without a Caller ID to an existing lead.
• UI improvements: Improved how we display very long statuses in the UI.

Bugs and Other Fixes

As always, we’ve crushed some annoying bugs and made some performance improvements to help you close more deals quickly:

• Fixed sorting of custom fields in the “Sort by” dropdown (on the Lead search page).
• Fixed issues where sent emails could appear multiple times in Close and in the user’s sent folder.
• Fixed a bug where importing a CSV with columns “First Name” & “Last Name” could result in contacts containing “None” in their names.
• Fixed issue when the number of custom fields used in Integration Links have .0 at the end.
• Native app (Windows): Fixed an issue where calling wouldn't work if the computer username contained special characters.
• Native app (Windows): Fixed an issue where the app wouldn't be focused properly when activating. You no longer need to click into the app for scrolling, typing, and shortcuts to work.

Maximize Efficiency with Our Latest Product Enhancements

By embracing these enhancements, you're updating not just your software but also how your sales team operates. Dive into these new features and start experiencing a more streamlined, efficient, and productive sales process today. Remember, if you have any questions or need further assistance, our support team is just an email away at ‎support@close.com.

Not yet a Close user? Sign up for a 14-day free trial and experience the difference firsthand—no credit card required. Let these updates propel you towards achieving and surpassing your sales targets!

Not a customer? Sign up for a 14-day free trial today. No credit card is required.