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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.