Product Updates

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!

Call Recording for Professional Plan Users

Close has long had automatic call recording available to users on the Business plan, but until now, it was not available on the Professional plan. With this update, we've made call recording available to everyone on the Professional plan. To enable it, simply turn it on in the phone settings pop-over. Users on the Professional plan can make unlimited call recordings and have access to recordings for seven days.

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.

Improved Reporting & Pipeline Sharing

Sharing a report or pipeline has gotten easier! Every time you change a filter, sort direction, or anything else that affects the information being displayed, the URL will update. Either copy the URL in your browser or click the Share button to copy the new URL and share with your colleagues, add to a report, or link from a dashboard.

Call Coaching

Call Coaching in Close allows users with the correct permissions to Listen, Whisper, or Barge on sales calls. Listening to a call lets the Coach hear what is being said by both sides, but doesn't allow the Coach to talk. Whispering lets the Coach talk to the salesperson without being heard by the other call participant, and Barge lets the Coach talk to both the salesperson and the other party on the call.

To find a call to join, just visit the Team Management or Groups page in Settings to see who is on a call and to join it.

Call Coaching is available today for all users on the Business plan.

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Microsoft 365 Integration

Microsoft 365 accounts can now natively be integrated as Connected Accounts, improving security and lowering friction for connecting new accounts. The new connected account type supports both syncing and sending email.

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Email Send As

Email Send As lets you define a list of other Close users who can send email on your behalf, or for whom you can send email. Let your sales manager send as any salesperson, or let your copywriter send as the director of marketing. Only users you explicitly allow to send as you will have that permission.

Custom Activities

Custom Activities are a powerful way to expand the information you can track on a lead. Create new types of Custom Activities to track important lifecycle events for your leads, like delivering a demo, sending a contract, or signing a deal, or use them to store information from third-party tools like tracking when a support ticket is created or closed, when a chat is initiated on your marketing site, or when an account is created in your back office system.

Search for leads with exactly the custom activity data you need and create Smart Views to reach out to your most relevant leads exactly when you want to, and use the Activity Filters on lead pages to see just the information you need.

Groups

As your team grows, your needs change. Whether you're looking at Activity reports by region or searching for Leads last emailed by your Support team, it's helpful to group your team members. With Groups in Close, you can quickly and easily filter a report by job function, or see how your Pipeline looks by region.

Since users can belong to more than one group, you can have an EMEA group, an AE group, and a Sales Management group with exactly the right people in each of them. Groups are available today on the Business plan.

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New Team Management

Whether you've got a team of five or a team of 500, team management is critical. With the new team management page, you can see at a glance which features are enabled for your team, who's online, and the contact information for each user.

Close on Your Desktop

A while back, we changed our name from Close.io to Close. Today, our desktop app is updated to match.

May Roundup

The team spent part of May building on our existing features, from the Custom Fields to SMS.

• Custom Fields now support descriptions. Descriptions can be added to both Lead and Contact Custom Fields while creating/editing, and are visible on the lead page sidebar for each.
• Expanded SMS to more countries (Belgium, Denmark, France, Israel, Puerto Rico, and South Africa).
• Previously, an incoming call to an empty group number would be dropped immediately. Now, we handle forwarding and voicemail recording properly. We also notify all the active users in the organization about the missed call or voicemail.
• Previously, an incoming SMS to an empty group number would be logged on the relevant Lead(s), but it wouldn't notify anybody. Now, it notifies all the active users in the organization.
  

Activity Deep Links‍

Have you ever wanted to share a link to an email thread with a colleague, or link to a call in an email with your team? Well, we certainly have, so we made it possible! 🎉

• The date time field on each activity is now a link, which can be used to copy the URL to a single activity.
• Clicking this link takes you to the Single Activity view, and changes the URL to make sharing simple.
  

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