Changelog

Close.io product updates

Nov 16 2017
Improvement
Nov 16 2017
Delete email threads

Users can now delete an entire email thread in the lead activity feed with a single click.

Nov 14 2017
Improvement
Nov 14 2017
See phone numbers used in call activities

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.

Nov 01 2017
New feature
Nov 01 2017
Restrict Editing on Custom Fields

Today, we’re excited to launch another accessibility-related feature: Restrict Editing on Custom Fields. Now you can decide how each Role interacts with the Custom Fields you’ve created. Read more

Oct 25 2017
New feature
Oct 25 2017
Create custom roles with Roles & Permissions

Until recently, we’ve had two roles—Admin and User—with only a few hardcoded permissions. But now you can create custom roles, add or remove permissions, and assign roles to new and existing users. Read more

Jul 11 2017
Improvement
Jul 11 2017
A new Lead Importer and a fresh coat of paint

In recent weeks, our Product team rolled out a revamped Lead Importer to help you avoid importing duplicates, and a slew of visual design improvements. Read more

Jun 02 2017
New feature
Jun 02 2017
Assign Leads with the "User" Custom Field type

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

Apr 17 2017
New feature
Apr 17 2017
Customize your Phone settings on the fly with the new Phone Settings Popover

With our new “Phone Settings Popover” view, we’ve made it easier to manage all of your Phone settings within Close.io. Read more

Mar 21 2017
Improvement
Mar 21 2017
Automate your sales workflows with a dozen updated Zapier Actions & Triggers for Close.io

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

Mar 06 2017
Improvement
Mar 06 2017
Product Update: Customizing columns on the Opportunities view

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

Feb 15 2017
New feature
Feb 15 2017
Integration: Capture form submissions as leads in Close.io with 99Inbound

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

Jan 18 2017
New feature
Jan 18 2017
Introducing SMS in Close.io

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