Close offers 2-way email integration, which allows you to send email from Close and automatically log the replies. Close will auto-log any email that appears in your Sent folder, even if it was sent from Gmail or your

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

continuously, and don't use a Workflow for a one-time list. Plan for iteration. Your first Agent configuration will not be perfect. Review transcripts after the first batch of calls and tighten the prompt before expanding volume. See Prompt

triggered the Workflow The newest Opportunity on the Lead (by date created) The oldest Opportunity on the Lead (by date created) For all other trigger types, you can update the newest Opportunity on the Lead or the oldest Opportunity on

The Pipeline View is one of the simplest, yet most actionable reporting tools for sales teams. It addresses both the needs of an individual sales rep, as well as sales managers, VPs and CEOs to easily forecast and prioritize deals

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

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

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

Chloe makes automated AI voice calls on your behalf. Before deploying Chloe to real leads, it is important to understand your responsibilities and the legal framework that applies to AI-powered calling. This section is informational only and does not

Playbooks are currently in free beta. Reach out to support@close.com for more info. Playbooks give your team a shared framework for how to run specific types of conversations, whether that's a discovery call, a demo, a follow

Fall 2021, this eliminated the ability to measure opens. iOS Mail currently makes up 40% of email client market share. Open rates sound precise, and the truth is, they aren’t. And even if they were, an ‘open’ doesn’t

There are several options to dial your leads: use the built-in calling feature on the desktop application, the mobile app, or your web browser. Download trouble? If you're working on Mac or Windows and are having issues downloading

Close offers the ability to save and send meeting links directly to Leads. Sales representatives can quickly book a follow-up call with an Account Executive while on the phone with a Lead without ever leaving Close. Creating Scheduling Links

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

the criteria for these policies in the next section. If your business’s legal name is not the same as the d.b.a. (doing business as) name, make sure you reference the legal entity name in the footer

Chloe is your built-in AI sales teammate. She makes and receives calls, runs qualification and discovery, and logs everything directly in Close so your team can focus on closing. Chloe is native to Close, with full access to your

Connect your Zoom account to Close to work with Zoom meetings and to use Close Notetaker on Zoom calls. Zoom Cloud Recordings linked to synced calendar events will also be pulled into Close. If the synced Meeting has an associated

Exports We believe that you shouldn't be held captive by your own data. That's why we've made it extremely easy to export all or just part of your data in Close. Anytime you are looking at Leads

Here are a couple of tried-and-true tips to use with Smart Views that can help you stay on top of promising Opportunities, and streamline your overall workflow in Close. Show deal and lead rot based on Status Change