# Close Help

> Knowledge base documentation for Close Help.

## CRM

- [Close Onboarding](https://help.close.com/docs/onboarding-checklist-start-here.md)
- [Connect your Email and Calendar](https://help.close.com/docs/connect-your-email.md): Close connects and sends from your own email server using SMTP and IMAP. By connecting your email account with Close, you can send emails within the app and Close will auto-log any email that appears in your Sent folder -- regardless of how it was sent. Close will automatically sync all email commun...
- [Close Mobile App](https://help.close.com/docs/close-mobile-app.md)
- [Desktop App](https://help.close.com/docs/desktop-app.md): Use Close's dialers or call directly from our desktop app
- [Import Data into Close](https://help.close.com/docs/quick-start-importing-leads.md)
- [Other ways to get your data into Close](https://help.close.com/docs/other-ways-to-get-your-data-into-close.md): Click the '+' button next to 'Leads" that appears in the left toolbar of Close. The minimum amount of information you need to add a new Lead is the Company/Organization Name and Contact Name. You can forward an email from your email client to a special, secret address and Close will create a new Lea...
- [Migration from another CRM](https://help.close.com/docs/migration-from-another-crm.md): Use the 'Import from a CRM' option in the Lead Importer if you need to migrate leads over from an existing CRM. Remember that only Close users with the Admin Role are allowed to initiate migration from an existing CRM. Imports from external CRMs are powered by our partner, Import2. As long as you in...
- [Migration from Pipedrive](https://help.close.com/docs/migration-from-pipedrive.md)
- [Importing Leads and Contacts from a file](https://help.close.com/docs/importing-leads-from-file.md): There are several ways to get your Lead data into Close. The first and most commonly used is Close's Lead Importer. Navigate to the Lead Importer by clicking your name in the upper right of Close, then choose Import Leads & Data. Using the Lead Importer, you can import (and update) Leads from a ...
- [Importing Opportunities from a file](https://help.close.com/docs/importing-opportunities-from-a-file.md): There are several ways to get your Lead data into Close. The first and most commonly used is Close's Lead Importer. Navigate to the Lead Importer by clicking your name in the upper right of Close, then choose Import Leads & Data. Using the Lead Importer, you can import (and update) Leads from a ...
- [Importing Other Data into Close](https://help.close.com/docs/importing-other-data-into-close.md)
- [Updating existing Leads and Contacts](https://help.close.com/docs/updating-existing-leads-and-contacts.md): 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 of your spreadsheet columns to a field in Close, you'll be able ...
- [Finding and Merging Duplicates](https://help.close.com/docs/finding-and-merging-duplicates.md)
- [Avoiding Lead Duplicates](https://help.close.com/docs/avoiding-lead-duplicates.md): Using the lead importer, you can check for duplicate leads within the file being imported and also cross-check the leads on the file with existing leads in Close. After assigning the corresponding columns in the file being imported to their equivalent in Close, the Lead importer will take you to the...
- [Steps To Import Your Data Successfully](https://help.close.com/docs/steps-to-uploading-leads-into-close.md): The top tips and common mistakes to keep in mind when importing your data.
- [Leads](https://help.close.com/docs/leads.md)
- [Lead statuses](https://help.close.com/docs/lead-statuses.md)
- [Lead assignment](https://help.close.com/docs/lead-assignment.md)
- [Editing, Merging, and Deleting Leads](https://help.close.com/docs/edit-merge-delete-leads.md)
- [Contacts](https://help.close.com/docs/contacts.md)
- [Calling](https://help.close.com/docs/calling-from-close.md)
- [Calling Setup](https://help.close.com/docs/setting-up-calling.md)
- [Premium Phone Numbers](https://help.close.com/docs/premium-phone-numbers.md)
- [Call Assistant](https://help.close.com/docs/call-assistant.md)
- [Call Reports](https://help.close.com/docs/call-reports.md)
- [Increase Call Connection Rates](https://help.close.com/docs/increase-call-connections.md)
- [Porting your number](https://help.close.com/docs/porting-your-number.md): If your numbers are with Twilio telephony provider, this type of porting is considered an internal transfer between Twilio projects and as such process is greatly simplified. Send an email to support@close.com with the following information phone numbers - the full phone numbers you wish to moveyou...
- [Bring Your Own Carrier (BYOC)](https://help.close.com/docs/bring-your-own-carrier-byoc.md)
- [Initiating calls from the web app](https://help.close.com/docs/initiating-calls-from-the-web-app.md): Close only offers built-in calling on the desktop application; calls initiated via the web application are not fully integrated. If you cannot download the desktop application (e.g. you're using Linux or a Chromebook), you can still use the web application to initiate calls on another calling system...
- [Group Numbers](https://help.close.com/docs/group-numbers.md): A Group Phone Number (also known as a "ring group") defines a phone number that, when dialed, rings a group of phones simultaneously, stopping when any one of them is picked up. This feature can be a great tool if your team has a shared inbound phone number, such as a toll-free number routed to all ...
- [Call Coaching](https://help.close.com/docs/call-coaching.md)
- [Regulatory Bundles](https://help.close.com/docs/regulatory-bundle.md)
- [German Regulatory Documents](https://help.close.com/docs/german-regulatory-documents.md)
- [Call Tasks](https://help.close.com/docs/call-tasks.md)
- [Call Blocking in Close](https://help.close.com/docs/call-blocking-in-close.md)
- [SMS and MMS](https://help.close.com/docs/sms-and-mms.md): Like calling and email, SMS communication is built directly into Close. SMS can be an effective tool to increase response rates with prospects, e.g. by texting them meeting reminders and follow-ups.
- [SMS Deliverability](https://help.close.com/docs/sms-deliverability.md): 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 content was marked as spam by the receiving phone carrier. You will notice an error on the SMS activity ...
- [A2P 10DLC](https://help.close.com/docs/a2p-10dlc.md)
- [A2P 10DLC - What to do when my A2P SMS registration is rejected?](https://help.close.com/docs/a2p-sms-registration-rejected.md)
- [A2P 10DLC - Stay Compliant](https://help.close.com/docs/a2p-10dlc-stay-compliant.md)
- [A2P 10DLC Compliance boost with AI](https://help.close.com/docs/a2p-10dlc-compliance-boost-with-ai.md)
- [Power & Predictive Dialing](https://help.close.com/docs/power-predictive-dialing.md)
- [Using the Power Dialer](https://help.close.com/docs/using-the-power-dialer.md): The best way to call a large number of Leads quickly is by using the Power Dialer. The Dialer will call through a Smart View without you having to manually click into each Lead to call. To start a Dialer session, you’ll first want to build the list of Leads that you intend to call. You’ll need to fi...
- [Using the Predictive Dialer](https://help.close.com/docs/using-the-predictive-dialer.md): If you're not sure what a predictive dialer is and whether you should use it, check out our in-depth post here. You'll get a clear understanding of the pros and cons of predictive dialing and decide whether it fits in with parts of your sales process. If you're still unsure - just reach out to succe...
- [Emailing](https://help.close.com/docs/emailing.md)
- [Email configuration](https://help.close.com/docs/email-configuration.md): 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 mobile phone, and emails sent from Close will automatically appear in your Sent fo...
- [Managing unsubscribe requests](https://help.close.com/docs/managing-unsubscribe-requests.md)
- [Set up outbound email without inbound email tracking](https://help.close.com/docs/set-up-outbound-email-without-inbound-email-tracking.md): Close uses your email's SMTP settings to send any outgoing emails. Setting up outbound email allows you to send emails from within Close, but you can still track other emails you send with another email client. These emails are tracked and logged into any lead where a matching email address is prese...
- [Forwarding email to Close](https://help.close.com/docs/forwarding-email-to-close.md): The recommended way to sync emails with Close is to set up your IMAP account in the email settings. This will automatically attach incoming and outgoing emails to existing leads. However, you may want to create new leads from your email client or you may not want to link your IMAP account. For these...
- [Email Filtering](https://help.close.com/docs/email-filtering.md): Close will automatically filter out any intra-organization emails. You can also filter out external email addresses or domains by request.
- [Chloe](https://help.close.com/docs/chloe.md): Chloe is Close's built-in AI sales teammate. Voice Agents make outbound calls and qualify leads; Chat answers questions and takes actions in Close.
- [Voice Agent Setup](https://help.close.com/docs/chloe-voice-agent-setup.md): Set up a Chloe Voice Agent in four steps: Chloe Setup call, Test Call, Review Skills, and Select Settings. Requires the Manage Voice Agents permission.
- [Compliance](https://help.close.com/docs/chloe-compliance.md)
- [Prompt Training](https://help.close.com/docs/chloe-prompt-training.md)
- [Skills](https://help.close.com/docs/chloe-skills.md)
- [Playbooks](https://help.close.com/docs/chloe-playbooks.md)
- [Knowledge Sources](https://help.close.com/docs/chloe-knowledge-sources.md)
- [Use Cases](https://help.close.com/docs/chloe-use-cases.md)
- [Using Voice Agents](https://help.close.com/docs/chloe-using-voice-agents.md): Run Chloe Voice Agents through Batch calls or Workflows. Batch calls process 3 contacts at a time within 8am-6pm local; Workflows trigger on defined events.
- [Reporting](https://help.close.com/docs/chloe-reporting.md)
- [FAQ](https://help.close.com/docs/chloe-faq.md)
- [Troubleshooting](https://help.close.com/docs/chloe-troubleshooting.md)
- [Chat](https://help.close.com/docs/chloe-chat.md): Chloe Chat is a conversational AI assistant in Close. Ask questions about your pipeline, get lead context, and take actions in Close with approval prompts.
- [Workflows](https://help.close.com/docs/workflows.md): Workflows automate sales tasks and outreach in Close. Trigger manually or on events, chain email/call/SMS/task steps, and stop runs when Goals are met.
- [Workflow Steps](https://help.close.com/docs/workflow-steps.md): Workflow Steps are the individual actions in a Workflow — Email, Call, SMS, Task, Assign User, and Update actions. Add, remove, and configure step delays.
- [Workflow Overview & Reporting](https://help.close.com/docs/workflow-reporting.md): Track Workflow performance in Close: active enrollments, bounce rates, response rates, response time, and per-step breakdown to refine your outreach.
- [Notetaker](https://help.close.com/docs/notetaker.md): Notetaker joins your scheduled meetings, transcribes them, and adds summaries and transcripts to the lead timeline. Supports 20+ languages and Zoom.
- [Enrichment](https://help.close.com/docs/enrichment.md)
- [Opportunities](https://help.close.com/docs/opportunities.md)
- [Opportunities List View](https://help.close.com/docs/opportunities-report.md): While Close tracks a number of data points, our philosophy on reporting is to make that data as actionable for your sales team as possible. To that end, our reporting focuses on a sales rep’s created Opportunities, their Activity, and the movement of Leads through the sales funnel. All reports are e...
- [Opportunity Pipeline View](https://help.close.com/docs/opportunity-pipeline-view.md): View Opportunities in a kanban-style Pipeline View. Drag deals between Statuses to update them, filter by Pipeline or Smart View, and forecast at a glance.
- [Opportunity Pipelines & Statuses](https://help.close.com/docs/opportunity-statuses.md): Define Opportunity Pipelines and Statuses to track deals through your sales process. Covers status types (Active, Won, Lost) and creating multiple Pipelines.
- [Inbox](https://help.close.com/docs/inbox.md): The Close Inbox is a sales-focused view of your inbound emails, missed calls, voicemails, SMS, and due tasks. Organize your day around what to react to next.
- [Notes](https://help.close.com/docs/notes.md): Quickly add text notes to the Lead activity panel in Close. Format with bold, italics, bullets, or emojis, pin important notes, and mention team members with @.
- [Scheduling Links](https://help.close.com/docs/scheduling-links.md): Save personal and shared Scheduling Links in Close and insert them into email templates via Template Tags.
- [Custom Activities](https://help.close.com/docs/custom-activities.md): Track structured events like form submissions, support tickets, and call playbooks in Close. Custom Activities support search, filter, and reporting.
- [Custom Fields](https://help.close.com/docs/custom-fields.md): Add custom fields to Leads, Contacts, Opportunities, and Custom Activities. Store attributes like industry, size, or timezone for filtering and reporting.
- [Meetings](https://help.close.com/docs/meetings.md): Sync meetings from Google Calendar or Office 365 into Close. Meetings with Contacts appear on the Lead page and in your Inbox sidebar automatically.
- [Book a Meeting](https://help.close.com/docs/book-meeting-setup-guide.md): Book meetings from a Lead page in Close. Create Google Meet, Teams, or Zoom events, send the invite, and sync back to the Lead automatically.
- [Outcomes](https://help.close.com/docs/outcomes.md): Track the results of calls and meetings with Outcomes. Define custom outcome types and set them during or after the conversation. Growth and Scale plans.
- [Playbooks](https://help.close.com/docs/playbooks.md): Playbooks give teams a shared framework for calls and meetings. Combine Outcomes, custom fields, note templates, and AI summary guidance in one template.
- [Note Templates and Summary Guidance](https://help.close.com/docs/note-templates-and-summary-guidance.md): Auto-generate call notes and shape AI summaries via Playbooks. Note templates give reps a starting point; Summary guidance directs Close AI.
- [Using Playbooks on Calls](https://help.close.com/docs/using-playbooks-on-calls.md): Apply a Playbook to a call before, during, or after the conversation. Playbooks surface Outcomes, custom fields, note templates, and AI summaries for the rep.
- [Forms](https://help.close.com/docs/forms.md)
- [Custom Objects](https://help.close.com/docs/custom-objects.md)
- [Conversations](https://help.close.com/docs/conversations.md)
- [Lead Filtering and Smart Views](https://help.close.com/docs/search-and-smart-views.md)
- [Create a Smart View](https://help.close.com/docs/creating-smart-views.md): Smart Views are to Close what coffee is to a salesperson. You can get through your day without it, but why would you want to? Smart Views are Powerful and effortlessDynamicIncrease productivity Smart Views are saved Lead Filters that give you 1-click access to your favorite searches anywhere in Clo...
- [Building a Calling Smart View](https://help.close.com/docs/creating-smart-views-for-calling.md): In the new lead search engine
- [Bulk Email and Workflow Smart View Tips](https://help.close.com/docs/smart-views-for-bulk-email-and-worfklows.md): If you're using bulk email and/or email sequences, here are some tips for setting up your Smart Views. If you're using lead statuses effectively, a good place to start with this Smart View is to specify which statuses should be included in the Smart View. Let's start simple by only using one lead st...
- [Lead Filtering Tips](https://help.close.com/docs/lead-filtering-tips.md): 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 Create a Smart View. Single queries You can add filters to find ...
- [Lead Filtering Tutorials](https://help.close.com/docs/lead-filtering.md): 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 team, and much more. The possibilities are endles...
- [Calculations in Smart Views](https://help.close.com/docs/calculations-in-smart-views.md)
- [Search and Smart Views (Legacy)](https://help.close.com/docs/search-and-smart-views-legacy.md)
- [Create a Smart View (Legacy)](https://help.close.com/docs/creating-smart-views-legacy.md): Create a smart view to build a sales workflow in Close
- [Building a calling Smart View (Legacy)](https://help.close.com/docs/creating-smart-views-for-calling-legacy.md): 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. If you're using lead statuses effectively, a good place to start with a calling Smart Vie...
- [Bulk email and workflow Smart View tips (Legacy)](https://help.close.com/docs/smart-views-for-bulk-email-and-workflows-legacy.md): If you're using bulk email and/or email sequences, here are some tips for setting up your Smart Views. If you're using lead statuses effectively, a good place to start with this Smart View is to specify which statuses should be included in the Smart View. Let's start simple by only using one lead st...
- [Searching tips single queries (Legacy)](https://help.close.com/docs/searching-guide-single-queries.md): This article is a more detailed look at constructing single search queries in Close. To start creating basic search queries right away, head over to the search overview help article. After reading this, check out our article on combining queries. Full text Type a word in the search bar john Close w...
- [Searching tips combined queries (Legacy)](https://help.close.com/docs/searching-guide-combined-queries.md): This article is an in-depth look at searching using multiple terms; make sure you’ve brushed up on your single query search knowledge beforehand. If you are just getting started, start here first. Operators ("AND", "OR", "NOT") When searching for leads that match multiple conditions, we can simply s...
- [Reports](https://help.close.com/docs/reporting.md)
- [Activity Overview Report](https://help.close.com/docs/activity-overview-report.md): The Activity Overview Report is meant to serve as a real-time dashboard of your team’s activity and results.
- [Activity Comparison Report](https://help.close.com/docs/activity-comparison-report.md): The Activity Comparison report gives you a spreadsheet-like view of the performance of every team member. This makes it quick and easy to see how you or members of your team are contributing to the overall results.
- [Opportunity Funnels Report](https://help.close.com/docs/opportunity-funnels-report.md)
- [Status Change Report](https://help.close.com/docs/status-change-report.md): The Status Change report tracks the movement of both Leads and Opportunities from Status to Status through your sales funnel. It gives you the number of Leads in each previous status and shows where those Leads went in a given time period. With the data given, you can also calculate (outside of Clos...
- [Explorer](https://help.close.com/docs/explorer.md): Explorer is a data exploration tool to help you visualize your data, in graph form, in hundreds of new and useful ways. Explorer is only available currently in the Business plan of Close. It lets you quickly create line graphs and bar charts based on whichever parts of your sales data you care about...
- [Sent Email Report](https://help.close.com/docs/sent-email-report.md): The Sent Email Report provides a breakdown of the number of Emails you've sent and the number/percentage of Opens and Responses. The report separates the metrics out for total Emails and for any Email Templates you've used. Click on any number to search Close for the Leads that match the criteria ch...
- [Tasks](https://help.close.com/docs/tasks.md)
- [Designing a Cold Outbound Cadence](https://help.close.com/docs/designing-a-cold-outbound-cadence.md)
- [Inbound Lead Response](https://help.close.com/docs/inbound-lead-response.md)
- [Using Workflows for Newsletters](https://help.close.com/docs/using-workflows-for-newsletters.md)
- [Lead Scoring](https://help.close.com/docs/lead-scoring.md)
- [Simplify Your Workflows with Automated Senders](https://help.close.com/docs/simplify-workflows-with-automated-senders.md)
- [Assign Leads to Users via Round-Robin](https://help.close.com/docs/new-assign-leads-to-users-via-round-robin.md)
- [Build a Sales Process](https://help.close.com/docs/build-a-sales-process.md): Build a repeatable sales process that turns leads into customers. Covers the seven core components, design questions, and how to track stages in Close.
- [Designing your sales pipeline](https://help.close.com/docs/designing-your-sales-pipeline.md): Design a sales pipeline that supports forecasting and clean deal management. Covers stages, exit criteria, hygiene rules, and Close setup for B2B and B2C.
- [Automating Close with Zapier](https://help.close.com/docs/automating-actions.md)
- [Create a new Lead once a Calendly meeting is booked](https://help.close.com/docs/create-a-new-lead-once-a-calendly-meeting-is-booked.md): If you have a standardized confidence level for each opportunity status, you can set up a Zap to consistently set the confidence level as opportunities move throughout your pipeline. A Zapier account that allows for multi-step ZapsA Google Spreadsheet The first step is going to be to create a Google...
- [AI Zap Builder](https://help.close.com/docs/ai-zap-builder.md)
- [Perform an action when a Workflow ends](https://help.close.com/docs/perform-an-action-when-a-workflow-ends.md): Let's say you've created the perfect email sequence to send to qualified leads but they don't convert during your expected sales cycle. That's ok - sales is all about the follow-up. Don't sit around and wait for them to respond to an old email. Instead, take our advice and create a killer long-term ...
- [Creating additional SMS notifications for users](https://help.close.com/docs/forwarding-sms.md): If you're a heavy user of SMS and not always logged into Close or want to respond quickly during non-business hours, you may want to set up an additional notification for any incoming SMS. This tutorial will cover the basis of setting up some additional notification types. A Zapier account allowing ...
- [Enforcing required fields in Close via Zapier](https://help.close.com/docs/enforcing-required-fields-in-close-via-zapier.md): Keep your users happy and your data clean with these simple Zaps
- [Create an Opportunity when Status is changed to Qualified](https://help.close.com/docs/create-an-opportunity-when-a-lead-status-is-moved-to-qualified.md): Your lead generation team or process is the first step in closing deals, turning cold calls, email campaigns, social media ads, website forms, etc. into a Qualified Lead that your sales team should make sure to follow up on. After all this work, every qualified lead generated by your team should get...
- [Creating a multi-channel sales workflow in Close](https://help.close.com/docs/creating-a-multi-channel-sales-workflow-in-close.md)
- [Avoiding Lead Rot and Consolidating Smart Views](https://help.close.com/docs/smart-view-tips-and-suggestions.md)
- [Parent/Child Lead Hierarchy](https://help.close.com/docs/how-do-i-create-a-parentchild-account-hierarchy.md): For many sales organizations, it can be strategically important to relate accounts together by a parent, or master account, and the child accounts that are associated underneath it. Whether you work with franchises, distributors, school branches, or affiliates, this functionality allows you to navig...
- [Keyboard shortcuts](https://help.close.com/docs/keyboard-shortcuts.md): Find the list of all keyboard shortcuts (Mac and Windows) that can be used in Close
- [Automatically set Opportunity Confidence based on pipeline status](https://help.close.com/docs/automatically-set-opportunity-probability-based-on-pipeline-status.md)
- [Integrations](https://help.close.com/docs/integrations.md)
- [Find IDs in Close](https://help.close.com/docs/find-ids-in-close.md): Whether you're setting up a Zapier flow or connecting to our API, you might need to find the following IDs in Close User or MembershipLeadEmail TemplateCustom FieldLead or Opportunity Status To find a User or Membership ID, go to your Settings > Team Management.Find the user for which you need t...
- [Analysis and Reporting](https://help.close.com/docs/analysis-and-reporting.md)
- [Segment](https://help.close.com/docs/segment.md): Segment simplifies the process of collecting data, allowing you to spend more time using that data and less time trying to collect it. You can use Segment to track when a potential customer visits your website or signs up for your newsletter, bringing that information directly into Close. This integ...
- [Communication](https://help.close.com/docs/communication.md)
- [WhatsApp](https://help.close.com/docs/whatsapp.md)
- [Zoom](https://help.close.com/docs/zoom.md): Bring in your recorded demos with the best CRM integration for Zoom
- [Slack](https://help.close.com/docs/slack.md): Celebrate your team's success by notifying them in Slack when a deal is won in Close
- [Docusign](https://help.close.com/docs/docusign.md): Create, send, and track documents from Opportunities and Lead objects within Close. This integration through Zapier will streamline document generation and help you to follow up on any outstanding deals. You have the option of having the zap triggered by actions in Close or by actions in Docusign. S...
- [GetAccept](https://help.close.com/docs/getaccept.md): With one click send your sales documents from Close to GetAccept
- [Help Scout](https://help.close.com/docs/help-scout.md): Enabling the Close + Help Scout integration allows you and your team to bring Close Lead data straight into your Help Scout Tickets. Matching by customer email address, this integration lets you see a customer's Lead Status, Lead Owner, Company Description, and many other custom fields directly in H...
- [Marketing](https://help.close.com/docs/marketing.md)
- [Facebook Lead Ads](https://help.close.com/docs/facebook-lead-ads.md): Create a Close lead whenever a prospect signs up via Facebook Ad
- [Mailchimp](https://help.close.com/docs/mailchimp.md): Create a Close lead with each new Mailchimp subscriber via Zapier
- [Organizational Tools](https://help.close.com/docs/organizational-tools.md)
- [Calendly](https://help.close.com/docs/calendly.md)
- [SavvyCal](https://help.close.com/docs/savvycal.md)
- [Prospecting](https://help.close.com/docs/prospecting.md)
- [LeadFuze](https://help.close.com/docs/leadfuze.md): Instantly save online lead profiles straight to your Close database
- [LinkMatch](https://help.close.com/docs/linkmatch.md): Instantly save LinkedIn profiles straight to your Close database
- [Dripify](https://help.close.com/docs/dripify.md)
- [HubSpot to Close](https://help.close.com/docs/hubspot-to-close-syncing-integration.md)
- [Zapier](https://help.close.com/docs/zapier.md)
- [Google Forms](https://help.close.com/docs/google-forms.md): Use Google Forms to standardize your call questions and answers
- [SimpleTexting](https://help.close.com/docs/simpletexting.md): Send MMS through SimpleTexting and get alerted in Close when a contact replies with an MMS. SimpleTexting allows you to send SMS and MMS directly from your cellphone number or from phone number you'll rend with SimpleTexting. Don't miss a single MMS reply by getting alerted directly in Close. If you...
- [Migration from API keys to OAuth](https://help.close.com/docs/zapier-api-keys-to-oauth.md)
- [Dedicated Email Servers](https://help.close.com/docs/dedicated-email-servers.md)
- [Mailgun](https://help.close.com/docs/mailgun.md): Send your emails in Close using Mailgun as an email service provider
- [SendGrid](https://help.close.com/docs/sendgrid.md): Send your emails in Close using SendGrid as an email service provider
- [Integration links](https://help.close.com/docs/integration-links.md): Integration Links are a way to integrate other websites and systems with Close. You can use them to quickly jump to other websites and pass them data from your Leads, Contacts and Opportunities. What if I want to easily find my Contacts' social media profiles? How do I easily send Opportunity data f...
- [ChatGPT](https://help.close.com/docs/chatgpt.md)
- [Close MCP Server](https://help.close.com/docs/mcp-server.md)
- [Close MCP Tools](https://help.close.com/docs/close-mcp-tools.md)
- [Helpdesk integration](https://help.close.com/docs/helpdesk-integration.md): The beauty of Close's two-way email sync is that if your help desk software simply sends/receives from your support@ or help@ (or whatever) email account, those emails can automatically show up in Close. The trick in Close is to simply set up a virtual Close user (called "CompanyName Support" or sim...
- [Integrations by type](https://help.close.com/docs/integrations-with-close.md): Browse some of our most popular integrations here. If you don't see the integration you're looking for, you can create a custom integration with Zapier or our API. If you have any questions about integrations, reach out to our support team at any time. Integrations by Type Zapier - push your data b...
- [API Keys & OAuth](https://help.close.com/docs/api-keys-oauth.md): An API key is a secret token which you can use to connect Close data to third-party applications (like Zapier) or your own internal system. To create a new API key, go to “Settings” → Integrations → “API Keys” and click “+ New API Key” Make sure to give your new API key an informative name so that y...
- [Create OAuth Apps](https://help.close.com/docs/create-oauth-apps.md)
- [Account Settings](https://help.close.com/docs/account-settings.md)
- [Roles & Permissions](https://help.close.com/docs/roles-permissions.md)
- [Admin user role](https://help.close.com/docs/admin-account-role.md): Each plan (Basic, Professional, and Business) 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. The Admin role must always exist with all permissions enabled. This is the only role that has billing access. Admins can...
- [Super User role](https://help.close.com/docs/super-user-role.md): Each plan (Basic, Professional, and Business) 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. The Super User role is very similar to the Admin role, with one key exception-- they cannot Manage Users, Billing, & ...
- [User role](https://help.close.com/docs/user-role.md): Each plan (Basic, Professional, and Business) 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. The User role can Bulk Import leads. Send Bulk Email or manage Bulk Sequence Subscriptions.Delete and Merge LeadsModify/...
- [Restricted User role](https://help.close.com/docs/restricted-user-role.md): Each plan (Basic, Professional, and Business) 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. Restricted Users do not have access to many Close features. The Restricted User role can Modify/delete own opportunities...
- [Lead Visibility](https://help.close.com/docs/lead-visibility.md)
- [Plans and Billing](https://help.close.com/docs/plans-and-billing.md)
- [Groups](https://help.close.com/docs/groups.md): Groups were made for managers who want to filter performance by groups of team members rather than the organization as a whole. Create saved groups of users to monitor your sales team’s Pipeline, report on their activities, search Leads by Group activity, and more. You can access Groups by going to ...
- [Managing users and cancellation](https://help.close.com/docs/adding-and-removing-users.md): You can add users simply by sending them an invitation and selecting the role you'd like to assign. To invite users, click your name at the top left of the Close window - or click Settings and then select Team Management to manage the member list. If you're an Admin of your Account, you can head to ...
- [Customer Support Plans & Business Hours](https://help.close.com/docs/customer-support.md): Close is dedicated to providing your team with the best service and support you won't find anywhere else. Our small team is so knowledgeable and experienced, you'll often find your requests handled by a single person.
- [Variable Usage Costs (Calling, SMS, Phone Numbers, AI Tools)](https://help.close.com/docs/calling-and-sms-usage.md)
- [Managing your Usage balance](https://help.close.com/docs/managing-your-usage-balance.md): To see your current usage balance, go to "Settings" within Close, scroll down to "Billing", and then choose "Usage". The top section will show you the amount of usage in your billing month. The middle section will show the remaining balance in your account and auto-recharge settings. This lets you k...
- [AI Credits](https://help.close.com/docs/ai-credits.md)
- [Exporting data](https://help.close.com/docs/exporting-data.md): 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 in Search, you can see use the ... > Export button. Clicking it will let you choose a type and a format of the...
- [Single Sign-On (SSO) with Google](https://help.close.com/docs/single-sign-on-sso-with-google.md)
- [Two-factor authentication (2FA)](https://help.close.com/docs/enabling-2fa.md): How to set up and enable Two-factor authentication (2FA) on your Close account.
- [GDPR and EU data privacy](https://help.close.com/docs/eu-data-privacy-and-gdpr.md): Overview Close has implemented processes and procedures to ensure we meet both our Data Controller and Data Processor obligations under the European Union’s (EU) General Data Protection Regulation (GDPR). To determine our readiness for GDPR, Close conducted a risk-based gap analysis of current capab...
- [Secondary organizations](https://help.close.com/docs/secondary-organization.md)
- [Close IPs](https://help.close.com/docs/close-ips.md)
- [System Requirements and Supported Browsers](https://help.close.com/docs/system-requirements-supported-browsers.md)
- [Date and Time Formats](https://help.close.com/docs/date-and-time-formats.md): Date and Time Formats in Close depend on your System / Browser language settings. Close currently supports two formats - US and UK format US format - 12/31/2022 130pmUK format - 31/12/2022 1330 If you're using a Close desktop app, you will need to adjust your System (Windows or macOS) settings, w...
- [Windows Screen Issue](https://help.close.com/docs/windows-screen-issue.md)
- [Reset your password](https://help.close.com/docs/how-to-reset-your-password.md): Click this link to open your password reset page https//app.close.com/forgot/If prompted, you will need to select "Web Version" to open the page in your browser. A prompt similar to the one below will appear. Enter the email address associated with your Close account.Click Reset Password and a pas...
- [Clearing the Configuration File](https://help.close.com/docs/clearing-the-configuration-file.md)
- [Reinstalling the Close app](https://help.close.com/docs/reinstalling-the-close-app.md)
- [Restarting the Close app](https://help.close.com/docs/restarting-the-close-app.md)
- [Opening links in the Desktop App](https://help.close.com/docs/opening-links-in-the-desktop-app.md)
- [Download the Beta Version of Desktop App](https://help.close.com/docs/how-to-download-the-close-desktop-app-beta.md)
- [Data security and privacy](https://help.close.com/docs/data-security-and-privacy.md)
- [Security Vulnerability Disclosure Policy](https://help.close.com/docs/security-vulnerability-disclosure-policy.md): For general details of data security & privacy at Close, see this page. If you believe you have found a security vulnerability in Close, please email us details to security [at] close.com. Please include the following details with your report Description of and potential impact of the vulnerabi...
- [Email Deliverability](https://help.close.com/docs/email-deliverability.md)
- [Email Sending Limits](https://help.close.com/docs/email-sending-limits.md)
- [Requirements for bulk email senders by Google and Yahoo](https://help.close.com/docs/requirements-for-bulk-email-senders.md)
- [Which IP addresses need access to my SMTP/IMAP server?](https://help.close.com/docs/which-ip-addresses-need-access-to-my-smtpimap-server.md): Most email server configurations will not need to care about IP addresses. However, if you are in a corporate/IT environment where you can only give specific IP addresses access to your SMTP/IMAP email servers, you can use the list below 52.11.177.18752.13.247.22652.27.236.23452.32.48.24854.71.177....
- [Office365 connected accounts](https://help.close.com/docs/office365-connected-accounts.md)
- [Call Quality](https://help.close.com/docs/call-quality-indicator-cqi.md)
- [Diagnosing Calling Problems](https://help.close.com/docs/diagnosing-calling-problems.md): I sound "choppy" on the phone. This is usually caused by a weak network connection. Try out these tips for improving your connection Use Ethernet instead of Wifi.If using Wifi, connect via 5 GHz instead of 2.4 GHz and move closer to the router.Set up Quality of Service on your router so that your V...
- [Troubleshooting headset issues](https://help.close.com/docs/troubleshooting-headset-issues.md): Common reasons for this include Another application or browser tab is using your microphone already. Check for other browser tabs (Google Hangout, Skype Web, appear.in, etc.) that could be using your microphone.Your anti-virus software is protecting an audio stream coming from sound recording devic...
- [Enabling Quality of Service (QoS)](https://help.close.com/docs/enabling-quality-of-service-qos.md): New to this section? Check out our series on how to debug network related call quality issues. What is QoS? QoS, or Quality of Service, is used to refer to ways in which your router can re-order (or drop) certain types of traffic on your network in order to meet a certain service level. Similar to a...
- [Reporting call quality issues](https://help.close.com/docs/reporting-call-quality-issues.md)
- [Browser Notification Troubleshooting](https://help.close.com/docs/browser-notification-troubleshooting.md)
- [Spell check](https://help.close.com/docs/spell-check.md): Automatically check for misspellings in Close desktop app
- [Tasks not syncing with Google Calendar](https://help.close.com/docs/tasks-not-syncing-with-google-calendar.md)
- [Script installation & setup](https://help.close.com/docs/script-installation-setup.md)
- [Open Source Acknowledgments](https://help.close.com/docs/open-source-acknowledgments.md)
- [Record bugs or errors in Close](https://help.close.com/docs/activity-recorder.md)
- [Console Error Logs](https://help.close.com/docs/error-logs.md)
- [Network Logs](https://help.close.com/docs/network-logs.md)
- [Close Support Tools](https://help.close.com/docs/close-support-tools.md)