You can add users simply by sending them an invitation with and selecting the role you'd like to assign. To invite users, click your name at the top left of the Close window - or click Settings and then select Team to manage the member list.
What role should I use?
Before adding users, we recommend reading about roles and permissions.
If you're an Admin of your Account, you can head to Settings and click the Team page in to add/remove Users from your team.
If you remove a User, we do not delete any of that user's activity in Close - you'll still see their name next to all their Activities (Calls, Emails, Notes, etc.) on Leads. When a user is removed, existing Custom Field values with that User's name are unaffected.
If you change your mind, you can always add the removed User back again (just enter the same email address as before) and they'll instantly be added back into the team.
In order to reassign any leads that may be assigned to this user, you can simply run a bulk edit from within Close. First, you'll search for any leads that would be assigned to this user (done via a user type custom field in Close), and then bulk edit that list to assign those leads to another member(s) of the team.
For any outstanding tasks or opportunities that you would like reassign, you can email email@example.com. Simply let us know which user is being removed and which user you would like to be assigned to those tasks or opportunities.
If the User account you're removing has a phone number attached and you'd like to continue using that number to receive incoming calls, you can do one of two options before you remove the account:
We can re-assign the phone number from one user to another (email firstname.lastname@example.org to get the process started). If you're on our Business plan, we can also make the phone number into a group number.
You can port the number out of Close and into a new phone carrier. Contact your new carrier for details.
To route incoming emails to other members of your team, we recommend handling that via your email provider with forwarding rules. Here's a guide on how to set up forwarding rules within Gmail.
When a user is removed, any active email sequences being sent from this user will be stopped.
If you wish to continue active email sequences, but have them instead come from an active user, please contact support before removing the user.
Once a user is removed, you'll still have the ability to select them in Activity Overview and Activity Comparison reports. They'll be listed as an Inactive User, and their data will be included in any date range where the user was active and the user filter for "All users with data" is selected.