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August 31, 2024
Improvements
August Improvements
What’s New
You can now set a default email account that will be used by automated Workflows! Whenever a Workflow is triggered, either automatically or on behalf of a user, the emails for that workflow will now be sent from the email account set in this new default setting.
Workflow on behalf of a user: If a Workflow email is set to be sent from a specific user or a custom field user (e.g., Lead owner), it will use their chosen default email account.
Workflow with automated triggers: For automatically triggered Workflows (e.g., when a lead status changes), the default email account will be used for all emails that are sent from the workflow.
You can find this new option by going to Settings > Email.
We've added two new filtering options for Smart Views: Local phone and Remote phone. These allow you to filter calls based on specific phone numbers. Local phone filters calls made to or from your team's phone numbers in Close, while Remote phone filters calls made to or from external phone numbers, such as those belonging to prospects or customers.
We added the Lead Logo to more places in Close! You’ll now see the logo in the Lead search box, upcoming meetings panel and many more places.
The character limit for Snippets has been increased to 5,000 visible characters.
Calls from Anonymous callers will now show as “Anonymous” in the call bar. Previously, the same default phone number was used for all anonymous calls.
When you remove a user you’ll now be able to reassign any Workflows they were previously assigned to.
Thailand and Indonesia have been added as options when renting phone numbers and creating regulatory bundles.