Calling

This article explains how Close's natively built-in calling functionality can help your team simplify outreach and increase reach rates.

Calling is available on all Plans, but usage is charged separately

Usage is charged on a per minute basis according to Twilio's Voice pricing. Learn more about how calls are calculated and charged in Close.

Adjusting Your Audio Settings

Before you make any calls out of Close, you’ll want to make sure to configure your audio settings. Click the phone icon next to your name to check the options.

Here you can define your Sound Output, Ringing, and Microphone settings and test. Each setting is separate, so you can adjust as desired. For example, you might want to have your computer speakers output your inbound ringing sound in case you don’t have your headset on.

Adjusting Your Phone Settings

Adjusting Your Phone Settings

Calling a Lead

To call a lead, simply find the Lead and Close, and look for your calling icon. Click the calling icon on the lead or individual contact to initiate a call. You’ll see a call bar pop-up on screen.

If your Lead picks up, you’ll see a call bar with the ability to mute your microphone, transfer the call, show a dial pad, drop a voicemail, as well as the current call duration and a button to hang up. Also a Call Note is automatically created and you can begin typing as needed.

Calling a Lead

Calling a Lead

Call Notes

Any time you’re on an active call, a Call Note will automatically open up and allow you to type. Once the call is completed and you’ve finished recording your notes, simply click Done on the Call Note.

Writing a Call Note

Writing a Call Note

If you need to go back and edit the notes of a call once it is complete, simply hover over the Call Note and click edit.

Editing a Call Note

Editing a Call Note

Muting Your Microphone / Dialpad

While on a call, you’ll have the ability to mute your microphone by simply clicking the mute icon. You’ll also have a dialpad option in case your call goes to a routing system.

Muting Your Microphone and Using the Dialpad

Muting Your Microphone and Using the Dialpad

Transferring a Call

If you’re on our Business plan, you’ll see the option to transfer the call. You can transfer to any User or Group Number within Close, or to any external number as needed.

Transferring a Call

Transferring a Call

Dropping a Voicemail

If you set-up your pre-recorded Voicemail Drop while reading this guide, you can drop your VM easily with the drop voicemail button. As soon as you hear the tone to leave your message, simply click the button. Your voicemail will be sent and your call note will automatically indicate “Left VM.”

Dropping a Voicemail

Dropping a Voicemail

Calling a Number Not in Close

If for any reason you need to call a number that is not currently a lead in Close, you can simply open up your phone settings and type your number in. If you’re calling internationally, you’ll want to include the country code. By default +1 is automatically assumed.

Calling an External Number

Calling an External Number

Changing Your Caller ID

If you’ve verified an external number, or your team has Group Numbers, you can choose to change your Caller ID so the call appears to come from that number. To do this, simply go into your Phone Settings and click your phone number. You’ll be able to select any additional numbers you have access to.

Changing Your Caller ID

Changing Your Caller ID

Call Recordings

If you’re on our Business plan, you can take advantage of Call Recordings. Either for training or review, Call Recordings are a helpful way to make sure you’re not missing context during calls.

To initiate Call Recording, open your Phone Settings and toggle on the Call Recording option. The first time you do this, you’ll have to agree to some terms and conditions. Once you’ve enabled the option, any call you make will be recorded.

Enabling Call Recordings

Enabling Call Recordings

To listen to a Call Recording, simply locate the call record and hover over it. If the call was recorded, you’ll see a play icon. Click the play icon to listen to the recording.

Listening to a Call Recording

Listening to a Call Recording

Logging a Call Manually

Sometimes the call you’re logging may have taken place outside of Close (web meetings, cell phone conversations, etc.) or you may not have calling built in. In these cases, you’re still able to manually log a call. Just click the drop down next to the call icon and Log a Call.

Manually Logging a Call

Manually Logging a Call

You’ll be able to take Notes, assign a Contact, and log the duration of the call.

Receiving a Call

When someone calls you in Close, you’ll hear a gentle ringing tone and see the call bar. If the number is known, you’ll see the corresponding lead information.

Receiving a Call

Receiving a Call

If you’re the member of a Group Number, you’ll see the name of the group listed on the inbound call. If you or someone on your team answers the call, it will stop ringing for other members of the group. If you hang up on the call, it will continue to ring for other members.

Incoming Call to a Group Number

Incoming Call to a Group Number

If the number is not known, you’ll see that indication as well. Once you answer the call, you’ll be able to create a new lead.

Inbound Call from Unknown Number

Inbound Call from Unknown Number

Missed Calls + Voicemails

If you miss the call entirely, it will show up in your Inbox.

Missed Call

Missed Call

If there’s a voicemail left for you, you’ll be able to listen to it here.

Listening to a Voicemail

Listening to a Voicemail

If the number is not known, you’ll be able to create a new Lead or assign it here as well.

Call from an Unknown Number

Call from an Unknown Number

Call Quality Indicators

While you're calling out of Close, we'll be continuously checking your computer hardware, network connection, and internet performance to make sure you're getting the best call quality possible.

If we notice any signs that you might be experiencing issues while calling, you'll see an alert similar to the one below that shows problems with the headset and the internet connection. If you're seeing this message, please do read our detailed article here.

Multiple issues notifications

Multiple issues notifications

Seeing Call Quality Indicators Often?

Check out this resource for more information and troubleshooting tips.

Call Quality Indicators

Providing Call Feedback

After each call, we'll ask you to rate the call audio quality as good or bad. This is completely optional but it gives our team extra insight on any positive or negative factors you might be experiencing at that specific time.

To rate a call, simply select "Good" or "Bad" icons after each call - or click the small flag icon to rate the call any time thereafter. Check out the examples here.

Rating call quality as good

Rating call quality as good

Close Pro Tip: Developing a Sales Call Script

The Close Blog gives some great advice for developing a sales call script. Check out these articles:
* Should you use a sales call script?
* How to create a sales call script
* The successful sales call blueprint


Related Articles

Now that you have the basics of calling covered, let's turn it up a notch. Take a look at the following links to help create a calling list and use the power dialer!

Search and Smart Views
Using the Power Dialer