Product Updates

If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.

March 8, 2024

New Feature

Conversations

We released a brand new Conversations page in Close. Easily find and review calls and meetings without digging through leads.

Keyword and phrase filtering. Search through notes, transcripts*, and summaries* to find calls and meeting about a particular topic.

Filter by call properties. Filter to only show calls in particular directions, over or under certain durations or talk time percentages*, or only for calls that were recorded.

Filter by User or Smart View. Review calls made by a particular User or calls made to Leads in a particular Smart View.

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Filter to only show calls that meet desired criteria

Save views for easy access. Easily saves your filter sets to avoid having to recreate them later.

You can save your set of filters as a view for easy access later.

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** Transcripts, summaries, and talk time percentage are only available on calls made with Call Assistant enabled.

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