Plan limits Workflows are only available on the  Growth  and  Scale  plans. Workflows can be used to automate tasks and outreach. There are endless possibilities of what you can automate, but the most common use cases are: Automatically update Leads

New Lead Filtering We recently released a new version of our lead filtering/search. The following guides are for our legacy search. If your UI does not match, please see this guide for the new filtering instructions. This article is

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

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

Power Dialer A power dialer is a piece of automated telephone technology that dials a phone number right after a call is completed. The power dialer will call the following contact on the list as soon as the caller finishes

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

Provisioning phone numbers in most countries require registration due to local telephony laws. These regulations often require providing identity documentation to carriers or a local enforcement agency. The documents vary from country to country and also depend on the type

accordingly. Default SMS Template Tags Template Tag Description {{lead.display_name}} The Lead's name is on the top-left of the lead page (the company name). We will default to the primary Contact name if there is no Lead

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. The Activity

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

What is a predictive dialer? 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

smart view based on an existing one. Instead of repeating the query belonging to an existing smart view, you can use the " in" keyword: in:"Interesting Leads" and state:CA This will match all leads currently in the "Interesting Leads

Close has three standard object types: Leads, Contacts, and Opportunities. While these are very versatile, you may need to record data that doesn't fit into these premade categories. This is where Custom Objects come in. Custom Objects allow you

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

Conversations View The Conversations View in Close allows you to quickly review any calls or meetings that happen in your organization, as well as see any currently ongoing calls or meetings. History When you first load conversations you'll see

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

of the Smart View and clicking the pencil icon that appears. Edit or delete a Smart View Automate your workflow with Smart Views Let’s talk about translating a sales process into Smart Views and automating your workflow. A

Plan Limits This feature is only available on Scale and Enterprise (legacy) plans. Call Coaching allows users to Listen, Whisper, and Barge on in-progress calls. It can be used for new salesperson training, mentoring, or assisting with complex sales

Template usage Email Templates use a templating engine called Liquid. Liquid allows you to work with dynamic content to create highly personalized emails. Using the Liquid templating language, you can do things like: Set a default name if one

Create a New Opportunity You can create a new Opportunity directly from the Lead page. Go to Leads page > click on any lead > click on the + button next to Opportunities section on the left. Opportunities add value to a Lead