Product Updates

If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.

April 27, 2023
New Feature

Rich Text Editing for Notes and Call Notes

We've added rich text editing capabilities to notes and call notes in Close. We've also introduced a new field type for Custom Activities to include rich text notes.

With rich text you can:

  • Add bulleted or numbered lists
  • Bold, underline, strikethrough, italicize, highlight and quote text
  • Hyperlink text easily by pasting the link on selected text
  • Use markdown or keyboard shortcuts to add formatting easily

You can also create rich text notes via our API. More details here.