Product Updates

New Lead Filtering

You can now filter your Leads using a simple visual query builder. Just specify the criteria, add filters and groups, and create an actionable list of Leads, ready to engage. It’s also possible to share your list using the new Share Link button.

Search Autocomplete

When searching, start typing any information about a Lead or Contact (name, email address, telephone number) and we’ll provide you with up to 5 suggestions, making the whole searching process faster and more efficient. We also now show a brief history of recently viewed Leads in the search bar for quick access.

Contact highlighting from search

When you're searching for a contact and find the one you're looking for, clicking on it will now show the Lead filtered by Activities with that contact, as well as expanding the contact details.

New Developer Docs

For our users with technical needs, our development partners, and anyone else who needs to interact with the Close API, the new Developer Docs will make finding what you need and understanding how to use it much easier. Among the many improvements are:

• Code samples displayed in multiple languages
• Easier navigation
• Fast search with typeahead completion

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Microsoft Account Discovery

When creating a new Close account, we are now able to detect if your email is a Microsoft account. When it is, the email setup and connection can be performed in a few clicks, as is already the case for Google email accounts.

October Design Improvements

Opportunities have long used color coded labels to indicate Active, Closed: Won and Closed: Lost. With October's design improvements, it's now easier to see the name of the Pipeline each status belongs to, as well as the type of status change in the Activity Feed. Other design improvements include a refreshed Search dropdown and updated buttons for Contacts on Lead pages.

Custom Field & Activity Improvements

September brings with it a slew of improvements to Custom Activities and Fields, including:

• Multi-select choices now correctly convert user names to user ids when converting the field to a User multi-select field.
• User names with leading or trailing spaces are now correctly converted to user ids when converting to user custom fields.
• Long lines in custom activities now correctly wrap and show the required field indicator.

Regulatory Bundles for International Phone Numbers

Renting phone numbers outside the US and Canada often involves providing proof of business address along with other identity confirming information. With the Regulatory Bundles in Close, the process for renting regulated numbers and providing the required documentation can be completed entirely inside Close.

Contact Dialing

Contact Dialing allows power and predictive dialing of Contact smart view and search results. Whether you want to call all the contacts on a Lead or all the CEOs at Leads in California, Contact Dialing gives you the tools you need.

Desktop App Updates

For users on M1 Macs or ARM based Windows computers, this new version of the Close desktop app offers significant performance improvements. If you're already using the desktop app, you'll be able to upgrade automatically. If you haven't used it before, you can download it now.

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Bug Fix Roundup

The summer has been filled with quality of life improvements across Close, including:

• Visual refreshes to Email Sequences,
• Quick reordering of Custom Fields to the top or bottom of the list,
• Improved screen reader accessibility for icon-only buttons,
• Lead from Email now works as expected with Outlook-style formatting in the CC field, and
• Signatures now update as expected after being edited while an email is being composed.
  

Contact Smart Views

It is now possible to save a filtered Contact list the same way you can already save a Lead search, as a Smart View. With Contact Smart Views, you can be confident you're working from the same dynamically updating set of Contacts as all of your colleagues whether you're prospecting, qualifying, or closing.

Opportunity Custom Fields

You can now customize your Opportunities with the same types of custom fields you've been using on Leads and Contacts. Whether you're capturing important links, product details, or contract dates, Opportunity custom fields let you track the right information for your business. In addition to tracking the information on the Opportunity, you can use it in search to create new Lead smart views or in email templates to make sure you're always have the most up to date contract link in your messages.

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Webhook Autopausing

For companies using webhooks with Close, Webhook Autopausing will make your server logs a little cleaner. Close will attempt to deliver webhook events for three days. After that, we'll pause the webhook delivery.

Improvements Roundup

The first few months of 2021 have seen improvements across the app, including:

• Custom Fields can now be converted into Shared Fields,
• Opportunities and Custom Fields on the Lead page are now filterable, like Contacts,
• Bulk Updating custom fields with an invalid value now show a message explaining the error,
• The email composer received bug fixes for Firefox and Safari, and
• Developers and Admins can now copy Membership ID and User ID directly from the Team management page for use in integrations.
  

Contact Filtering Improvements

This release adds text search to Contact filtering, as well as column customization and improved Lead Status display.

Custom Field Improvements

Custom and Shared Fields now have their own pages in Settings. Previously, Shared Fields could only be added to Custom Activities, but with this release, they can be added to Leads and Contacts as well. In addition, it is now possible to re-order the fields on Leads and Contacts.

Contacts Filtering

You can now filter Contacts in Close. Using a simple visual query builder, you can specify the exact criteria you need to create a list of Contacts, and then engage with them in whatever way suits your sales process.

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Reorder fields on Custom Activities

Custom Activities let you capture important events on your Leads. As you use them, you may decide to change the order of the fields to make it more natural to capture information. With this release, you can!

Task, Opportunity & Phone Number Reassignment

When a salesperson leaves your team, it's important to make sure their work doesn't fall through the cracks. Now, it's simple to reassign tasks, opportunities and phone numbers when someone leaves.