Product Updates

May Improvements

What’s New

Notetaker Improvements

• You now have the ability to copy/paste notetaker transcripts for your meetings!

• You can now filter by meetings and calls on the Conversations page. There are also two new filters in search (Recording Transcript / Was recorded) that are tied to the Notetaker recording/transcript.

• You will get a warning icon badge when attention is needed to enable Notetaker under Settings such as syncing up with Zoom, Calender or enable Notetaker.

Calendly Integration Improvements

• When you connect your Calendly account to Close, the Scheduling Links you see in Close will now match what you see on the default “My Calendly” view within Calendly. This includes any “Shared with you” or Round Robin links!

Other Small Enhancements

• We've expanded our CRM integration options by increasing the number of supported CRMs from 28 to 50 through our Import2 partnership!
• We improved the lead page task snooze menu, which is now relative to the current day rather than the task's due date. This brings it in line with the snooze menus found in other parts of the app, like the inbox.
• Long custom object names now wrap instead of truncating. This makes it possible to read without having to hover over the custom object name.
• You can now see all the Custom Object/Custom Activity fields by typing their names in the Filter sidebar search box.

• We now show the actions when you hover-over on an Opportunity in a way that’s consistent with other sidebar menu views.

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Bug Fixes

• We fixed an issue that was causing the meeting transcript to not load consistently.

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