Close.io product updates
Users can now delete an entire email thread in the lead activity feed with a single click.
When hovering over call activity text on a lead page (e.g. “Call from [Contact Name]”), a tooltip now shows which phone numbers were used (for both sales rep and contact). We also show the phone number label (if one exists) and properly format international numbers.
We’re excited to share that we’ve added a 7th Custom Field type called “User”. It’s common for teams to use Custom Fields to assign leads to one another. Whether you’re assigning leads to members of your sales team to go after or assigning new customers to your account managers, the “User” Custom Field type is the way to go. Read more
With our new “Phone Settings Popover” view, we’ve made it easier to manage all of your Phone settings within Close.io. Read more
We're excited to announce that we've updated a dozen Triggers and Actions in our Close.io Zapier integration, and we'll cover the cost of a Zapier "For Work" subscription for a full year when you upgrade to an annual Close.io subscription. Read more
We've added the ability to customize the columns on the Opportunities view to give you more context about a given opportunity without clicking into the lead. Read more
We're happy to announce the beta launch of 99Inbound, which makes it easy to capture form submissions as leads in Close.io. Read more
At Close.io, our goal is to build the best sales communication platform for inside sales teams. By listening to our customers and watching our own team’s behavior, it’s clear that SMS needs to be a part of the modern sales communication stack. We’re excited to announce that built-in SMS is now available for all Professional and Business users. Read more