Lead view

Close is designed to collect all of your communication history with a Lead within one view, as well as allow you to communicate with your Leads in a number of different ways. Here’s what you’ll see when viewing a Lead.

Close Lead View

Close Lead View

Close Customers Say It Best: The Lead View

"Close is extremely user friendly. Account information is extensive on each page view, but also concise. Colouration is pleasing to the eye and allows for alerts and relevant information to be identified easily and quickly. It is a one stop shop for all of my sales and account management needs!"

-Kevin Adams, Data Delivery Provider, 2iQ Research

Lead History

Along the right side of the Lead view, you’ll see the history of the Lead. Any Communication, Status Changes, completed Tasks, as well as Notes will all be shown here. You’ll also see the current Lead status, and be able to change it if needed. The communication history automatically sorts in sequential order.

Lead History

Lead History

You can also choose to only view a particular type of activity on a Lead. For example, you could only want to show Notes, or your activities. Just toggle the “Showing” option at the top of the page.

Filtering Activities

Filtering Activities

Tasks, Opportunities, Contacts, and Custom Fields

On the left side, you’ll see open Tasks, Opportunities, Contacts and Custom fields. To learn more about these, check out our Customizations section.

Opportunities, Contacts, and Custom Fields

Opportunities, Contacts, and Custom Fields

Lead view


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