> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://help.close.com/feature-guide/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.close.com/_mcp/server.

# Feature Guide

## Docs

- [Leads](https://help.close.com/feature-guide/leads.md): How Leads work in Close: view all communication with a company in one place, manage Contacts, Opportunities, and tasks, and use AI Lead Summaries.
- [Lead statuses](https://help.close.com/feature-guide/leads/lead-statuses.md): Use Lead Statuses to show each Lead's current relationship to your company. Create, edit, bulk update, and delete Lead Statuses in Close.
- [Lead assignment](https://help.close.com/feature-guide/leads/lead-assignment.md): Use Lead Statuses to show each Lead's current relationship to your company. Create, edit, bulk update, and delete Lead Statuses in Close.
- [Editing, Merging, and Deleting Leads](https://help.close.com/feature-guide/leads/edit-merge-delete-leads.md): Edit Leads one at a time or in bulk, delete single Leads or groups of Leads, and merge duplicate Leads into one record in Close.
- [Contacts](https://help.close.com/feature-guide/contacts.md): Add Contacts to Leads in Close and work with them from the Contacts tab. Filter Contacts, send bulk emails, enroll them in Workflows, and bulk edit.
- [Calling](https://help.close.com/feature-guide/calling.md): Make and receive calls in Close. Use the phone popover, dialpad, transfers, and voicemail drop, change caller ID, and review recordings and dispositions.
- [Assigning Numbers](https://help.close.com/feature-guide/calling/shared-numbers.md): Set up calling in Close on the desktop app, web browser, or mobile app. Add phone numbers, compare number types, and set up voicemail and call forwarding.
- [Call Routing and Phone Menus](https://help.close.com/feature-guide/calling/call-routing-and-phone-menus.md): Call Assistant transcribes and summarizes voicemails and recorded calls over 30 seconds in Close. Enable it, search transcriptions, and review summaries.
- [Outbound Caller ID](https://help.close.com/feature-guide/calling/outbound-caller-id.md): How Close decides which numbers you can use as your outbound caller ID, how to make a number available to non-members and to voice agents, and how CNAM and external numbers work.
- [Calling Setup](https://help.close.com/feature-guide/calling/setting-up-calling.md)
- [Call Assistant](https://help.close.com/feature-guide/calling/call-assistant.md): Call Assistant transcribes and summarizes voicemails and recorded calls over 30 seconds in Close. Enable it, search transcriptions, and review summaries.
- [Call Reports](https://help.close.com/feature-guide/calling/call-reports.md): Use the Call Report in Close to see dials, talk time, dispositions, outcomes, and unique leads dialed for your team, and compare connect rates by number.
- [Increase Call Connection Rates](https://help.close.com/feature-guide/calling/increase-call-connections.md): Reduce spam labeling on your calls in Close. Register your numbers for SHAKEN/STIR, Voice Integrity, and CNAM so recipients see a verified caller name.
- [Porting your number](https://help.close.com/feature-guide/calling/porting-your-number.md): Port phone numbers into Close from Twilio or another carrier, for US and non-US numbers, and port numbers out of Close when you need to.
- [Bring Your Own Carrier (BYOC)](https://help.close.com/feature-guide/calling/bring-your-own-carrier-byoc.md): Keep your existing VoIP provider and receive inbound calls in Close with Bring Your Own Carrier (BYOC). Setup steps for Twilio and other carriers.
- [Initiating calls from the web app](https://help.close.com/feature-guide/calling/initiating-calls-from-the-web-app.md): Start calls from the Close web app with built-in calling, or use tel: links to place calls through another app or an external phone system.
- [Group Numbers](https://help.close.com/feature-guide/calling/group-numbers.md): Set up Group Numbers in Close so one number rings several team members at once. Add and edit members, handle missed calls, and use it as caller ID.
- [Call Coaching](https://help.close.com/feature-guide/calling/call-coaching.md): Listen, Whisper, or Barge in on live calls with Call Coaching in Close. Join from Team, Lead, or Conversations pages. Available on the Scale plan.
- [Regulatory Bundles](https://help.close.com/feature-guide/calling/regulatory-bundle.md): Create a Regulatory Bundle in Close to register phone numbers in countries that require identity documents, then acquire your number once approved.
- [German Regulatory Documents](https://help.close.com/feature-guide/calling/german-regulatory-documents.md): Documents Close needs to register German phone numbers, including the Handelsregisterauszug and the alternatives for sole traders without one.
- [Call Tasks](https://help.close.com/feature-guide/calling/call-tasks.md): Create Call Tasks in Close to remind yourself or a teammate to call a Contact at a set time. Close marks them complete when the call happens.
- [Call and SMS blocking in Close](https://help.close.com/feature-guide/calling/call-blocking-in-close.md): Block specific phone numbers and anonymous callers for your whole organization in Close from Settings. See what blocked callers hear and how to unblock.
- [SMS and MMS](https://help.close.com/feature-guide/sms-and-mms.md): Send and receive SMS and MMS in Close. Check supported countries and rates, understand SMS segments, and create SMS Templates with template tags.
- [SMS Deliverability](https://help.close.com/feature-guide/sms-and-mms/sms-deliverability.md): Why an SMS in Close might not deliver, how to read the error on an SMS activity, and what the most common Twilio undelivered error codes mean.
- [A2P 10DLC](https://help.close.com/feature-guide/sms-and-mms/a2p-10dlc.md): Register for A2P 10DLC to send SMS to US numbers from Close. Registration fees, required information, and acceptable opt-in methods for approval.
- [A2P 10 DLC - Want AI to do this for you?](https://help.close.com/feature-guide/sms-and-mms/a2p-10-dlc-want-ai-to-do-this-for-you.md)
- [A2P 10DLC - What to do when my A2P SMS registration is rejected?](https://help.close.com/feature-guide/sms-and-mms/a2p-sms-registration-rejected.md): Fix a rejected A2P 10DLC registration in Close. Common reasons Brands and Campaigns get rejected, from opt-in and website criteria to sample SMS.
- [A2P 10DLC - Stay Compliant](https://help.close.com/feature-guide/sms-and-mms/a2p-10dlc-stay-compliant.md): Stay compliant after A2P 10DLC approval. Carrier SMS guidelines, how spam filtering works, and the non-compliance fees and suspensions that can apply.
- [A2P 10DLC Compliance boost with AI](https://help.close.com/feature-guide/sms-and-mms/a2p-10dlc-compliance-boost-with-ai.md): Use Claude to review your SMS data from Close for A2P 10DLC compliance issues before carriers filter or block your messages.
- [Power & Predictive Dialing](https://help.close.com/feature-guide/power-predictive-dialing.md): Compare the Power Dialer and Predictive Dialer in Close. Learn how each one calls through a list of Leads and which fits your calling workflow.
- [Using the Power Dialer](https://help.close.com/feature-guide/power-predictive-dialing/using-the-power-dialer.md): Call through a Smart View with the Power Dialer in Close. Start, pause, resume, and restart sessions, and adjust dialer settings like ring time.
- [Using the Predictive Dialer](https://help.close.com/feature-guide/power-predictive-dialing/using-the-predictive-dialer.md): Set up and use the Predictive Dialer in Close. Record an abandonment message, turn on predictive mode, manage the call queue, and find abandoned calls.
- [Emailing](https://help.close.com/feature-guide/emailing.md): Send email from Close. Schedule emails, track opens, send as another user, and use attachments, Snippets, templates, and the AI Rewrite Assistant.
- [Email configuration](https://help.close.com/feature-guide/emailing/email-configuration.md): Connect Gmail, Microsoft 365, or a custom IMAP/SMTP email account to Close. Manage archiving, delete accounts, and create your email signature.
- [Managing unsubscribe requests](https://help.close.com/feature-guide/emailing/managing-unsubscribe-requests.md): Handle email unsubscribe requests in Close. Turn on automatic unsubscribe, search for unsubscribed Contacts, and see what the Lead sees.
- [Set up outbound email without inbound email tracking](https://help.close.com/feature-guide/emailing/set-up-outbound-email-without-inbound-email-tracking.md): Send email from Close over SMTP without syncing inbound emails, so only the messages you send are logged to Leads in Close.
- [Forwarding email to Close](https://help.close.com/feature-guide/emailing/forwarding-email-to-close.md): Forward or BCC emails to your organization's secret address to create new Leads in Close or attach emails to existing Leads, including from Gmail.
- [Email Filtering](https://help.close.com/feature-guide/emailing/email-filtering.md): Which emails Close syncs and logs to Leads, how internal emails are filtered out, how to request filters for domains, and why a reply might not appear.
- [Chloe](https://help.close.com/feature-guide/chloe.md): Chloe is the AI sales teammate built into Close. She makes outbound calls, qualifies Leads, and answers questions about your Leads and pipeline.
- [Voice Agent Setup](https://help.close.com/feature-guide/chloe/voice-agent-setup.md): Set up, test, and activate a Chloe Voice Agent, and manage pronunciation.
- [Compliance](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-compliance.md): Write a Voice Agent prompt for Chloe in Close. Define call context, goals, question flow, handling rules, skills, and variables, then test and iterate.
- [Prompt Training](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-prompt-training.md): Write a Voice Agent prompt for Chloe in Close. Define call context, goals, question flow, handling rules, skills, and variables, then test and iterate.
- [Skills](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-skills.md): Turn on Chloe's skills for a Voice Agent in Close: transfer calls, alert users, send scheduling links, book meetings, create tasks, and leave voicemails.
- [Playbooks](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-playbooks.md): Every Voice Agent in Close uses a Playbook that sets the Outcomes Chloe assigns, how she summarizes calls, and which custom fields she fills in.
- [Knowledge Sources](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-knowledge-sources.md): Connect websites and documents as Knowledge Sources so Chloe can answer questions on calls. Add sources, filter by path, and keep them up to date.
- [Use Cases](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-use-cases.md): Where Chloe works best in Close: speed-to-lead follow-up, inbound qualification and routing, and reactivating stale Leads, with the skills to use for each.
- [Using Voice Agents](https://help.close.com/feature-guide/chloe/using-voice-agents.md): Start calls with Chloe in Close through batch calling, Workflows, or one-off calls. Monitor live calls and review recordings, summaries, and outcomes.
- [Reporting](https://help.close.com/feature-guide/chloe/using-voice-agents/chloe-reporting.md): Track Chloe's calls in Close. See activity on Lead records and in each Voice Agent's Calls and Performance tabs, measure outcomes, and audit calls.
- [FAQ](https://help.close.com/feature-guide/chloe/using-voice-agents/chloe-faq.md): Answers to common questions about Chloe Voice Agents in Close: plan availability, AI credits, permissions, setup, batch calls, and known limitations.
- [Troubleshooting](https://help.close.com/feature-guide/chloe/using-voice-agents/chloe-troubleshooting.md): Fix common Chloe Voice Agent problems in Close: calls not starting, call errors, missing transcripts, Book Meeting issues, and missing or wrong outcomes.
- [Chat](https://help.close.com/feature-guide/chloe/chat.md): Chat with Chloe in Close to ask about your pipeline, Leads, and Contacts, manage Voice Agents, and take actions.
- [Workflows](https://help.close.com/feature-guide/workflows.md): Automate outreach and tasks with Workflows in Close. Pick a trigger, add steps and delays, and set Workflow Goals. Available on Growth and Scale plans.
- [Workflow Steps](https://help.close.com/feature-guide/workflows/workflow-steps.md): Every Workflow step in Close, including email, SMS, call, and update steps. Add, remove, and reorder steps, change delays, and edit active Workflows.
- [Workflow Overview & Reporting](https://help.close.com/feature-guide/workflows/workflow-reporting.md): Track Workflow performance in Close. Read the overview stats like Active Contacts and Bounce Rate, and use Workflow Reporting to compare results.
- [Notetaker](https://help.close.com/feature-guide/notetaker.md): Close Notetaker joins your meetings, then adds transcripts and summaries to the Lead's timeline. Enable it, use it, share meetings, and view reports.
- [Enrichment](https://help.close.com/feature-guide/enrichment.md): Use AI Enrichment in Close to fill in Lead and Contact fields like company size, industry, and LinkedIn URL. Enrich one field or in bulk. 6 credits each.
- [Opportunities](https://help.close.com/feature-guide/opportunities.md): Create, edit, and delete Opportunities in Close. Learn what each Opportunity field means, attach files, and compare total vs. expected value.
- [Opportunities List View](https://help.close.com/feature-guide/opportunities/opportunities-report.md): Use the Opportunities List in Close to see every Opportunity in your organization. Filter, customize columns, and run in-column calculations.
- [Opportunity Pipeline View](https://help.close.com/feature-guide/opportunities/opportunity-pipeline-view.md): Manage deals in the Opportunity Pipeline View in Close. Drag Opportunities between Statuses, mark them Won or Lost, and filter by pipeline or date.
- [Opportunity Pipelines & Statuses](https://help.close.com/feature-guide/opportunities/opportunity-statuses.md): Set up Opportunity Pipelines and Statuses in Close to match your sales process. Create and delete Pipelines, and add or remove deal stages.
- [Inbox](https://help.close.com/feature-guide/inbox.md): Work from the Close Inbox: inbound emails, missed calls, voicemails, SMS, and tasks in one list. Use filters, Next Lead, Done, and built-in shortcuts.
- [Notes](https://help.close.com/feature-guide/notes.md): Add Notes to a Lead's activity feed in Close. Create and edit Notes, mention teammates, and comment on Notes, with support for search and reporting.
- [Scheduling Links](https://help.close.com/feature-guide/scheduling-links.md): Save your meeting scheduling links in Close and send them to Leads from email, SMS, or templates. Create links and manage template tag links.
- [Custom Activities](https://help.close.com/feature-guide/custom-activities.md): Create Custom Activity types in Close to log structured records like forms or onboarding checklists. Add fields, search, report, import, and export.
- [Custom Fields](https://help.close.com/feature-guide/custom-fields.md): Create Lead, Contact, and Opportunity Custom Fields in Close. Compare field types, set editing and visibility, and update or clear fields in bulk.
- [Meetings](https://help.close.com/feature-guide/meetings.md): Sync meetings from Google Calendar or Office 365 into Close. See upcoming meetings, set reminders, hide events, and learn each meeting status type.
- [Book a Meeting](https://help.close.com/feature-guide/meetings/book-meeting-setup-guide.md): Book meetings from a Lead page in Close. Close creates the event, sends the invite, and logs the meeting. Works with Google, Microsoft, and Zoom.
- [Outcomes](https://help.close.com/feature-guide/outcomes.md): Track the results of calls and meetings with Outcomes in Close. Create Outcomes, set them on calls and meetings, and report on them. Growth and Scale.
- [Playbooks](https://help.close.com/feature-guide/playbooks.md): Create Playbooks in Close to standardize discovery calls, demos, and follow-ups. Link Outcomes and custom fields, and archive or delete Playbooks.
- [Note Templates and Summary Guidance](https://help.close.com/feature-guide/playbooks/note-templates-and-summary-guidance.md): Use Playbook note templates to auto-generate structured call notes in Close, and summary guidance to shape how Close AI writes call summaries.
- [Using Playbooks on Calls](https://help.close.com/feature-guide/playbooks/using-playbooks-on-calls.md): Apply a Playbook to a call in Close before, during, or after it. Select an Outcome, fill in custom fields, and review the call note and AI summary.
- [Playbooks and Chloe](https://help.close.com/feature-guide/playbooks/playbooks-and-chloe.md): How Chloe uses Playbooks in Close to decide what she captures on each call, how she writes summaries, and which Outcomes and fields she fills in.
- [Forms](https://help.close.com/feature-guide/forms.md): Build web forms in Close that create or update Leads when someone submits them. Add and map fields, embed or share your form, and trigger Workflows.
- [Auto Updates](https://help.close.com/feature-guide/auto-updates.md): Auto Updates use call and meeting transcripts to fill in Playbook, Outcome, and custom fields in Close. Turn them on, review results, and improve accuracy.
- [Custom Objects](https://help.close.com/feature-guide/custom-objects.md): Store data that doesn't fit Leads, Contacts, or Opportunities with Custom Objects in Close. Create objects and fields, add instances, and search them.
- [Conversations](https://help.close.com/feature-guide/conversations.md): Review completed calls and meetings across your organization in the Conversations view in Close, see live calls, and filter and search your history.
- [Lead Filtering and Smart Views](https://help.close.com/feature-guide/lead-filtering-and-smart-views.md): Filter Leads in Close and save searches as Smart Views. Combine filters, use AI Search, customize columns, sort results, and pin views to the sidebar.
- [Create a Smart View](https://help.close.com/feature-guide/lead-filtering-and-smart-views/creating-smart-views.md): Create a Smart View in Close from a Lead, Contact, or Activity search. Share, hide, or delete it, and build Smart Views around your sales process.
- [Building a Calling Smart View](https://help.close.com/feature-guide/lead-filtering-and-smart-views/creating-smart-views-for-calling.md): Build a calling Smart View in Close for the Power or Predictive Dialer. Filter by Lead Status, call attempts, tasks, local time, and assignment.
- [Bulk Email and Workflow Smart View Tips](https://help.close.com/feature-guide/lead-filtering-and-smart-views/smart-views-for-bulk-email-and-worfklows.md): Set up Smart Views in Close for bulk email and Workflows. Define who is eligible, exclude Leads who already got the message, and limit how many you send.
- [Lead Filtering Tips](https://help.close.com/feature-guide/lead-filtering-and-smart-views/lead-filtering-tips.md): Build advanced search queries in Close. Use match operators, groups, date and local time filters, text searches, slice queries, and the Me filter.
- [Lead Filtering Tutorials](https://help.close.com/feature-guide/lead-filtering-and-smart-views/lead-filtering.md): Video tutorials on Lead filtering in Close: basic filters and Smart Views, filter data types, operators like not, and grouping filters.
- [Calculations in Smart Views](https://help.close.com/feature-guide/lead-filtering-and-smart-views/calculations-in-smart-views.md): Add column calculations to Smart Views and searches in Close. Show totals, averages, and percentages at the bottom of any column without exporting.
- [Reports](https://help.close.com/feature-guide/reports.md): Overview of reporting in Close: sales activity tracking, Opportunity tracking, and managing your saved Smart Views and custom Reports.
- [Activity Overview Report](https://help.close.com/feature-guide/reports/activity-overview-report.md): Use the Activity Overview report in Close to see team activity for any date range. Filter by Smart View or user, compare periods, and export or share.
- [Activity Comparison Report](https://help.close.com/feature-guide/reports/activity-comparison-report.md): Compare activity metrics across team members with the Activity Comparison report in Close. Filter by date, user, and Smart View, then export or share.
- [Opportunity Funnels Report](https://help.close.com/feature-guide/reports/opportunity-funnels-report.md): Track how Opportunities move through your pipeline with the Opportunity Funnels report in Close. See stage metrics, conversion, and a funnel view.
- [Status Change Report](https://help.close.com/feature-guide/reports/status-change-report.md): See how Leads and Opportunities move between Statuses over a time period with the Status Change report in Close, and drill into the matching Leads.
- [Explorer](https://help.close.com/feature-guide/reports/explorer.md): Build custom line and bar charts from your sales data with Explorer in Close. Example reports for Opportunities, calls, and email. Scale plan only.
- [Sent Email Report](https://help.close.com/feature-guide/reports/sent-email-report.md): See emails sent, opens, and replies by Email Template with the Sent Email Report in Close, and A/B test subject lines. Growth and Scale plans.
- [Tasks](https://help.close.com/feature-guide/tasks.md): Create and assign Tasks on Leads in Close for yourself or teammates, add Call Tasks, and view all open Tasks across your Leads in one place.