Produkt-Updates

Conversations

We released a brand new Conversations page in Close. Easily find and review calls and meetings without digging through leads.

• Keyword and phrase filtering. Search through notes, transcripts*, and summaries* to find calls and meeting about a particular topic.

• Filter by call properties. Filter to only show calls in particular directions, over or under certain durations or talk time percentages*, or only for calls that were recorded.

• Filter by User or Smart View. Review calls made by a particular User or calls made to Leads in a particular Smart View.

‍

• Save views for easy access. Easily saves your filter sets to avoid having to recreate them later.

‍‍

** Transcripts, summaries, and talk time percentage are only available on calls made with Call Assistant enabled.

‍