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Welcome to Close Help

Find answers and guides to get the most out of Close.

Getting Started
OnboardingClose Mobile AppConnect your EmailDesktop App
Feature Guide
LeadsCallingEmailingOpportunities
Best Practices
Build a Sales ProcessLead ScoringKeyboard ShortcutsCold Outbound Cadence
Integrations
API Keys & OAuthChatGPTFind IDs in CloseIntegration Links
Account Management
Adding & Removing UsersRoles & PermissionsExporting DataEnabling 2FA
Technical Support
Activity RecorderReset Your PasswordReinstalling the AppError Logs

Recently Modified

  • Connect your Email
  • API Keys & OAuth
  • Calling
  • Roles & Permissions
  • ChatGPT

Recently Created

  • Integration Links
  • Leads
  • Lead Scoring
  • Enabling 2FA
  • Error Logs

Most Viewed

  • Close Mobile App
  • Calling
  • Build a Sales Process
  • Adding & Removing Users
  • Reset Your Password

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Product

OverviewCommunicationAutomationIntegrationsReportingSMSCallingSecurityForms

Pricing & Use Cases

PricingClose vs Other CRMsCustomer Stories

Resources

Sales BlogSales ResourcesWebinarsOn-Demand DemoSales Tools

Company

AboutCareersPartner with CloseBrand GuidelinesTermsPrivacyGDPRCCPA

Get Help

+1-833-GO-CLOSEHelp CenterAPI DocumentationDownload the Close AppProduct UpdatesSystem Status