Product Updates

January Improvements

What’s 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.

• Email Templates BCC & CC: You can now add CC and BCC recipients to any email template. These email addresses will be automatically included whenever the template is used in Close.

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

• Email Template List:  You can now sort by any column in the Email Template list, including Last Activity. Additionally, you can select multiple templates at once to unarchive, archive, or delete them. Since teams frequently create new templates while older ones become outdated, we've made it easier to organize and clean up your template list. This helps you and your team quickly find the templates that matter most.
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• 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!