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We extended our existing Microsoft account integration with O365 Calendar syncing. Past and future meetings scheduled with your O365 account will be automatically synced and displayed as Meeting activities in the Lead Activity Feed and as meeting reminders.
You can now save time and energy spent on repetitive SMS messages by creating and sending SMS templates directly from within Close!
With this new functionality you'll be able to:
New customizable columns have been added to the Contact Filtering Page:
We’ve updated our templating language (email templates, integration links) to Liquid. Templates now support conditionals, defaults, loops, and many more advanced functionalities.
New operators are available in the Lead Filter Sidebar. The new operators (and their negative counterparts) are:
We've added more criteria to choose from when filtering to help find the data you’re looking for:
Some changes you’ll notice when comparing Close users:
Additional June improvements:
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.
We added a beta version of the Opportunity Funnel report. It’s now possible to analyze your:
To learn more about the Funnel report best case practices, check out our Help article.
Please remember this is a beta version of the feature. We're currently working on improving and adding new functionalities to this report. Don’t hesitate and share your feedback with us.
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:
Check our Help article on how to integrate with Segment.
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.