toll-free phone numbers, Close will not be able to correctly define the timezone since toll-free numbers are not location-specific (i.e. they could be in any US/Canadian timezone). Blackout Dates Create calendars and assign them to

A single, trustworthy view of calling performance for your team, so you can coach for real conversations and better connect rates. The Call Report brings dials, talk time, dispositions, outcomes, and unique leads dialed into one place. Use it to

Playbooks give you two ways to control how calls are documented after they end. Note templates auto-generate a structured call note, and Summary guidance shapes how Close AI writes the call summary. Both are optional, but together they make

Approved for A2P 10DLC - What's Next? Once your A2P 10DLC application has been approved, carriers will continue to monitor your SMS traffic. If you fail to follow guidelines, especially in those first messages, carriers will randomly filter other messages

Do you have the right Plan? Explorer reporting is available only on the Scale or Enterprise (legacy) plan. Explorer is a data exploration tool to help you visualize your data, in graph form, in hundreds of new and useful ways

By default, our provider supports the porting of US and Canadian numbers. If you'd like to port a number from another country, please reach out to support@close.com to see if we can port the number. Make sure

SMS from the Lead page. Telephony usage in SMS steps SMS sent as part of a Workflow will incur the same  telephony usage costs  as any other SMS sent from Close. Assign User The Assign User step can assign

A2P 10DLC is a new messaging standard introduced by major US carriers that requires all companies sending A2P(Application to person) SMS traffic to be registered. This is the case regardless of whether you are sending a bulk sales campaign

Lead filtering is a powerful way to create search queries that dynamically impact which Leads appear in your view. Filtering can help you quickly find a Contact, identify which Leads need attention, build calling and emailing workflows for your sales

Activity instances or update existing ones from a CSV file. The tool supports both creating new records and updating properties on records that already exist in Close. ❗ All CSV column headers are case-sensitive and must match exactly as

Smart View Column Calculations Smart View column calculations let you quickly summarize your data—right inside Close . You can see totals, averages, percentages, and more at the bottom of any Search result or Smart View column, without exporting to a

The top tips and common mistakes to keep in mind when importing your data. Close is the most powerful when your data lives in the right places. Having a good understanding of the data importing process will allow for easy

Notes allow you to quickly insert an unstructured text note on the Lead activity panel. While Custom Activities , Call , and Meeting Notes are better suited for their respective contexts, simple text notes can also be a useful tool. Here's

In order to use the power or predictive dialer effectively, the first step is to create a list of leads you know you need to call. Here are the basic concepts to consider when creating your calling Smart Views. What

Super User Each plan includes the predefined role shown below. This is a default role and may be assigned to any user, but may not be edited or modified. Super Users can do everything a User can, plus manage common

SMS in Close may not deliver for a number of different reasons. Most commonly this would be when you are trying to send an SMS to a number that is not SMS-enabled (such as a landline), or if your

This article is a more detailed look at constructing search queries in Close. To start creating basic search queries right away, head over to the lead filtering overview help article. After reading this, check out our article on how to

In Close, you can set Tasks for yourself or other team members within any lead. Tasks are best used when noting a unique action that is not in your normal workflow or for reaching out to another team member for

In addition to creating new Leads, you can use the Lead Importer to update existing Leads and Contacts. (Need a refresher on how to use the Importer? Check out the main article here . After uploading your spreadsheet and assigning each

latest_call_created: "this week" opportunity_created:"this month" last_lead_status_change_date: "last quarter" You can also use an "x days ago" or "x weeks ago" format. The following searches match leads that were updated 30 days ago