Spring has arrived, and so has a list of new features and improvements to Close.io.
Close.io users often use our powerful native Phone integration as their primary office phone. Instead of having a traditional desk phone, you can use Close.io for all of your telephony needs. You can even use Close.io to order a pizza for your team, even if your local pizzeria’s phone number isn’t associated with a Contact or Lead.
With our new “Phone Settings Popover” view, we’ve made it easier to manage all of your Phone settings within Close.io. When you click the Phone icon in the toolbar, you can:
We launched a new look for our Lead Importer that will make it easier to select an import method and manage your previous imports. In addition, we fixed a bug that made it difficult to paste CSV content using hotkeys. Pressing CMD/CTRL + Enter works as expected now.
The “Choices” custom field allows you append data to a lead by selecting from a list of choices. Previously, you could only add/manage the choices from your Organization settings.
Now Admins can make changes to the custom field directly from the Lead Page:
It’s now possible to modify the users and phone numbers participating on an existing Group Number without contacting the Support team.
Here’s what you can manage:
To manage an existing Group Number, go to your Phone Settings and select the Group Number:
For added context on Tasks, you can hover over the avatar for the person assigned to a task and see which user created it:
Last month, we made significant updates to our Zapier integration and made it possible to customize columns on the Opportunities view. Here’s a list of recent improvements we made to improve your Close.io experience in the last few weeks:
As always, our Support and Success teams are here to help with any questions you have. You can contact Support here or contact your Success manager directly.
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