Close.io product updates
Interaction with other tools just got easier. We now support more template tags in Integration Links, including lead data on contact and opportunity links, addresses, URLs, users and more. For a full list of supported tags, open Close.io, go to Customizations Settings, and try to create a new Integration Link.
Nobody likes duplicate data. When you create a new lead manually, we will now show you similar leads that already exist in the system.
You can now set a contact as primary with less effort. Click the "…" on a given contact and choose "Set as Primary Contact". This option is particularly useful for larger leads with dozens of contacts.
We've made the most common workflows easier to manage on mobile devices. The Inbox Page, the Lead Search, and the Lead's Details Page are all responsive now, and so is the general layout of the application (the sidebar, the search bar, the profile dropdown, etc.).
You can now quickly find the Smart View you're looking for. Click the magnifying glass next to the "Smart Views" header in the left sidebar and start typing the Smart View name.
Every account now has the following roles as standard: Admin, Super User, User, and Restricted User. These roles and their permissions have been chosen to cover most common use cases and cannot be edited or deleted.
We have updated and modernized the UI in our email templates settings, and we added an ability to duplicate a template.
Using our new integration with Retool you can now build custom applications on top of Close.io data faster than ever. With drag-and-drop building blocks, you can use Close.io + Retool to: enrich your Close.io leads with data from your internal database and 3rd-party APIs, streamline your workflows with your own custom tools, and much more. Learn more about the integration here.
While exporting data, you can now choose between common (i.e. most essential) fields and all fields (i.e. common fields as well as non-essential, mostly computed ones). Exports of only common fields are about 30% faster and the resulting CSV is much easier to digest.
Close.io has a new integration with LinkMatch to connect LinkedIn and Close.io for lead generation! Using this integration, you can:
While composing an email, you can now choose an Email Sequence that will be sent to the contact if they don't respond with certain timeframe.
Call dispositions communicate the outcome of a call, e.g. if it was answered, if a voicemail was left, etc. You can see them in the activity feed, search for them, and access them through our Call API. We also updated the activity feed UI to communicate the direction of calls more clearly.
Two-factor authentication (2FA) is a way of adding additional security on your account. 2FA requires you to enter an extra code when you log in or perform some account-sensitive action (e.g. changing your password). The code is generated from an application on your computer or mobile phone.
Close.io will now ask you about your experience after every call you make (or answer). This change includes a redesigned UI for reporting bad call quality and helps us notice, diagnose, and resolve your call quality issues much faster.
Calls in Lead page activity feed now include Dialer information (Power vs Predictive and which Smart View). Dialer calls can be graphed in Explorer and searched by Smart View name and method (regular, external, power dialer, predictive dialer).