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

# Close Help

> Find answers and guides to get the most out of Close.

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![Close](/_fern-files/close-support.docs.buildwithfern.com/b6fd992c4e771f9c66fddab88f00fa78afcc159468eef78155b209d6964e9b55/docs/assets/logo/mark.svg)

# Welcome to **Close Help**

Find answers and guides to get the most out of Close.

[**](/getting-started/onboarding-checklist-start-here)

Getting Started

[Onboarding](/getting-started/onboarding-checklist-start-here)

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[Close Mobile App](/getting-started/close-mobile-app)

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[Connect your Email](/getting-started/connect-your-email)

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[Desktop App](/getting-started/desktop-app)

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[**](/feature-guide/leads)

Feature Guide

[Leads](/feature-guide/leads)

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[Calling](/feature-guide/calling)

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[Emailing](/feature-guide/emailing)

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[Opportunities](/feature-guide/opportunities)

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[**](/best-practices/build-a-sales-process)

Best Practices

[Build a Sales Process](/best-practices/build-a-sales-process)

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[Lead Scoring](/best-practices/lead-scoring)

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[Keyboard Shortcuts](/best-practices/keyboard-shortcuts)

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[Cold Outbound Cadence](/best-practices/designing-a-cold-outbound-cadence)

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[**](/integrations)

Integrations

[API Keys & OAuth](/integrations/api-keys-oauth)

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[ChatGPT](/integrations/chatgpt)

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[Find IDs in Close](/integrations/find-ids-in-close)

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[Integration Links](/integrations/integration-links)

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[**](/account-management/account-settings)

Account Management

[Adding & Removing Users](/account-management/plans-and-billing/adding-and-removing-users)

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[Roles & Permissions](/account-management/roles-permissions)

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[Exporting Data](/account-management/exporting-data)

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[Enabling 2FA](/account-management/enabling-2fa)

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[**](/technical-support/how-to-reset-your-password)

Technical Support

[Activity Recorder](/technical-support/debugging-tools/activity-recorder)

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[Reset Your Password](/technical-support/how-to-reset-your-password)

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[Reinstalling the App](/technical-support/desktop-app/reinstalling-the-close-app)

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[Error Logs](/technical-support/debugging-tools/error-logs)

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Recently Modified

* [Connect your Email](/getting-started/connect-your-email)
* [API Keys & OAuth](/integrations/api-keys-oauth)
* [Calling](/feature-guide/calling)
* [Roles & Permissions](/account-management/roles-permissions)
* [ChatGPT](/integrations/chatgpt)

Recently Created

* [Integration Links](/integrations/integration-links)
* [Leads](/feature-guide/leads)
* [Lead Scoring](/best-practices/lead-scoring)
* [Enabling 2FA](/account-management/enabling-2fa)
* [Error Logs](/technical-support/debugging-tools/error-logs)

Most Viewed

* [Close Mobile App](/getting-started/close-mobile-app)
* [Calling](/feature-guide/calling)
* [Build a Sales Process](/best-practices/build-a-sales-process)
* [Adding & Removing Users](/account-management/plans-and-billing/adding-and-removing-users)
* [Reset Your Password](/technical-support/how-to-reset-your-password)

Have a More Specific Question?

Our world-class Support team can help.

[Email Us](mailto:support@close.com)

> Find answers and guides to get the most out of Close.