Product Updates

Delete email threads

Users can now delete an entire email thread in the lead activity feed with a single click.

See phone numbers used in call activities

When hovering over call activity text on a lead page (e.g. “Call from [Contact Name]”), a tooltip now shows which phone numbers were used (for both sales rep and contact). We also show the phone number label (if one exists) and properly format international numbers.

Restrict Editing on Custom Fields

Today, we’re excited to launch another accessibility-related feature: Restrict Editing on Custom Fields. Now you can decide how each Role interacts with the Custom Fields you’ve created.

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Create custom roles with Roles & Permissions

Until recently, we’ve had two roles—Admin and User—with only a few hardcoded permissions. But now you can create custom roles, add or remove permissions, and assign roles to new and existing users.

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A new Lead Importer and a fresh coat of paint

In recent weeks, our Product team rolled out a revamped Lead Importer to help you avoid importing duplicates, and a slew of visual design improvements.

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Assign Leads with the "User" Custom Field type

We’re excited to share that we’ve added a 7th Custom Field type called “User”. It’s common for teams to use Custom Fields to assign leads to one another. Whether you’re assigning leads to members of your sales team to go after or assigning new customers to your account managers, the “User” Custom Field type is the way to go.

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Customize your Phone settings on the fly with the new Phone Settings Popover

With our new “Phone Settings Popover” view, we’ve made it easier to manage all of your phone settings within Close.

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Automate your sales workflows with a dozen updated Zapier Actions & Triggers for Close

We're excited to announce that we've updated a dozen Triggers and Actions in our Close Zapier integration, and we'll cover the cost of a Zapier "For Work" subscription for a full year when you upgrade to an annual Close subscription.

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Customizing columns on the Opportunities view

We've added the ability to customize the columns on the Opportunities view to give you more context about a given opportunity without clicking into the lead.

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Introducing SMS in Close

At Close, our goal is to build the best sales communication platform for inside sales teams. By listening to our customers and watching our own team’s behavior, it’s clear that SMS needs to be a part of the modern sales communication stack. We’re excited to announce that built-in SMS is now available for all Professional and Business users.

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