# Close Help
> Find answers and guides to get the most out of Close.
# Welcome to **Close Help**
Find answers and guides to get the most out of Close.
[**](/getting-started/onboarding-checklist-start-here)
Getting Started
[Onboarding](/getting-started/onboarding-checklist-start-here)
[Close Mobile App](/getting-started/close-mobile-app)
[Connect your Email](/getting-started/connect-your-email)
[Desktop App](/getting-started/desktop-app)
[**](/feature-guide/leads)
Feature Guide
[Leads](/feature-guide/leads)
[Calling](/feature-guide/calling)
[Emailing](/feature-guide/emailing)
[Opportunities](/feature-guide/opportunities)
[**](/best-practices/build-a-sales-process)
Best Practices
[Build a Sales Process](/best-practices/build-a-sales-process)
[Lead Scoring](/best-practices/lead-scoring)
[Keyboard Shortcuts](/best-practices/keyboard-shortcuts)
[Cold Outbound Cadence](/best-practices/designing-a-cold-outbound-cadence)
[**](/integrations)
Integrations
[API Keys & OAuth](/integrations/api-keys-oauth)
[ChatGPT](/integrations/chatgpt)
[Find IDs in Close](/integrations/find-ids-in-close)
[Integration Links](/integrations/integration-links)
[**](/account-management/account-settings)
Account Management
[Adding & Removing Users](/account-management/plans-and-billing/adding-and-removing-users)
[Roles & Permissions](/account-management/roles-permissions)
[Exporting Data](/account-management/exporting-data)
[Enabling 2FA](/account-management/enabling-2fa)
[**](/technical-support/how-to-reset-your-password)
Technical Support
[Activity Recorder](/technical-support/debugging-tools/activity-recorder)
[Reset Your Password](/technical-support/how-to-reset-your-password)
[Reinstalling the App](/technical-support/desktop-app/reinstalling-the-close-app)
[Error Logs](/technical-support/debugging-tools/error-logs)
Recently Modified
* [Connect your Email](/getting-started/connect-your-email)
* [API Keys & OAuth](/integrations/api-keys-oauth)
* [Calling](/feature-guide/calling)
* [Roles & Permissions](/account-management/roles-permissions)
* [ChatGPT](/integrations/chatgpt)
Recently Created
* [Integration Links](/integrations/integration-links)
* [Leads](/feature-guide/leads)
* [Lead Scoring](/best-practices/lead-scoring)
* [Enabling 2FA](/account-management/enabling-2fa)
* [Error Logs](/technical-support/debugging-tools/error-logs)
Most Viewed
* [Close Mobile App](/getting-started/close-mobile-app)
* [Calling](/feature-guide/calling)
* [Build a Sales Process](/best-practices/build-a-sales-process)
* [Adding & Removing Users](/account-management/plans-and-billing/adding-and-removing-users)
* [Reset Your Password](/technical-support/how-to-reset-your-password)
Have a More Specific Question?
Our world-class Support team can help.
[Email Us](mailto:support@close.com)
> Find answers and guides to get the most out of Close.
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## Docs
- [Close Onboarding](https://help.close.com/getting-started/onboarding-checklist-start-here.md): Set up Close step by step with interactive demos and videos. Define your sales process, connect your email, import leads, and configure your pipeline.
- [Connect your Email and Calendar](https://help.close.com/getting-started/connect-your-email.md): Close connects and sends from your own email server using SMTP and IMAP.
- [Close Mobile App](https://help.close.com/getting-started/close-mobile-app.md): Download the Close mobile app for iPhone, iPad, and Android. Call, email, and text Leads, work your Inbox, and add tasks, notes, and opportunities.
- [Desktop App](https://help.close.com/getting-started/desktop-app.md): Download the Close desktop app for Mac and Windows.
- [Import Data into Close](https://help.close.com/getting-started/import-data-into-close.md): Import your leads into Close from a spreadsheet or another CRM. Upload a CSV or XLS file, map each column to a Close field, and review the results.
- [Other ways to get your data into Close](https://help.close.com/getting-started/import-data-into-close/other-ways-to-get-your-data-into-close.md): Add leads to Close without a spreadsheet: detect contacts from email, create them from Calendly bookings, forward emails, add manually, or use the API.
- [Migration from another CRM](https://help.close.com/getting-started/import-data-into-close/migration-from-another-crm.md): Add leads to Close without a spreadsheet: detect contacts from email, create them from Calendly bookings, forward emails, add manually, or use the API.
- [Migration from Pipedrive](https://help.close.com/getting-started/import-data-into-close/migration-from-pipedrive.md): Move your data from Pipedrive to Close. Export Leads, Deals, Organizations, People, Activities, and Notes as CSV files and send them to Close Support.
- [Importing Leads and Contacts from a file](https://help.close.com/getting-started/import-data-into-close/importing-leads-from-file.md): Import Leads and Contacts into Close from a CSV or Excel file. Format your file, map columns to Close fields, and create or update Leads in bulk.
- [Importing Opportunities from a file](https://help.close.com/getting-started/import-data-into-close/importing-opportunities-from-a-file.md): Import Opportunities into Close from a CSV or Excel file. Include a column that identifies each Lead, plus Opportunity fields like Status and Value.
- [Importing Other Data into Close](https://help.close.com/getting-started/import-data-into-close/importing-other-data-into-close.md): Bulk import notes, tasks, and call activities into Close from a CSV file using support tools and an API key, for data the Lead Importer doesn't handle.
- [Updating existing Leads and Contacts](https://help.close.com/getting-started/import-data-into-close/updating-existing-leads-and-contacts.md): Update existing Leads and Contacts with the Close Lead Importer. Pick a comparison field and choose how the importer handles matched and new rows.
- [Finding and Merging Duplicates](https://help.close.com/getting-started/import-data-into-close/finding-and-merging-duplicates.md): Find duplicate leads in Close with a support tool that generates a duplicates report, then request a free one-time merge from the Close Support team.
- [Avoiding Lead Duplicates](https://help.close.com/getting-started/import-data-into-close/avoiding-lead-duplicates.md): Prevent duplicate leads when you import into Close. Group related rows within your file and check each row against Leads that already exist in Close.
- [Steps To Import Your Data Successfully](https://help.close.com/getting-started/import-data-into-close/steps-to-uploading-leads-into-close.md): Tips and common mistakes for importing data into Close: standard vs. custom fields, choosing the right data type, and what to check before you import.
- [Leads](https://help.close.com/feature-guide/leads.md): How Leads work in Close: view all communication with a company in one place, manage Contacts, Opportunities, and tasks, and use AI Lead Summaries.
- [Lead statuses](https://help.close.com/feature-guide/leads/lead-statuses.md): Use Lead Statuses to show each Lead's current relationship to your company. Create, edit, bulk update, and delete Lead Statuses in Close.
- [Lead assignment](https://help.close.com/feature-guide/leads/lead-assignment.md): Use Lead Statuses to show each Lead's current relationship to your company. Create, edit, bulk update, and delete Lead Statuses in Close.
- [Editing, Merging, and Deleting Leads](https://help.close.com/feature-guide/leads/edit-merge-delete-leads.md): Edit Leads one at a time or in bulk, delete single Leads or groups of Leads, and merge duplicate Leads into one record in Close.
- [Contacts](https://help.close.com/feature-guide/contacts.md): Add Contacts to Leads in Close and work with them from the Contacts tab. Filter Contacts, send bulk emails, enroll them in Workflows, and bulk edit.
- [Calling](https://help.close.com/feature-guide/calling.md): Make and receive calls in Close. Use the phone popover, dialpad, transfers, and voicemail drop, change caller ID, and review recordings and dispositions.
- [Assigning Numbers](https://help.close.com/feature-guide/calling/shared-numbers.md): Set up calling in Close on the desktop app, web browser, or mobile app. Add phone numbers, compare number types, and set up voicemail and call forwarding.
- [Call Routing and Phone Menus](https://help.close.com/feature-guide/calling/call-routing-and-phone-menus.md): Call Assistant transcribes and summarizes voicemails and recorded calls over 30 seconds in Close. Enable it, search transcriptions, and review summaries.
- [Outbound Caller ID](https://help.close.com/feature-guide/calling/outbound-caller-id.md): How Close decides which numbers you can use as your outbound caller ID, how to make a number available to non-members and to voice agents, and how CNAM and external numbers work.
- [Calling Setup](https://help.close.com/feature-guide/calling/setting-up-calling.md)
- [Call Assistant](https://help.close.com/feature-guide/calling/call-assistant.md): Call Assistant transcribes and summarizes voicemails and recorded calls over 30 seconds in Close. Enable it, search transcriptions, and review summaries.
- [Call Reports](https://help.close.com/feature-guide/calling/call-reports.md): Use the Call Report in Close to see dials, talk time, dispositions, outcomes, and unique leads dialed for your team, and compare connect rates by number.
- [Increase Call Connection Rates](https://help.close.com/feature-guide/calling/increase-call-connections.md): Reduce spam labeling on your calls in Close. Register your numbers for SHAKEN/STIR, Voice Integrity, and CNAM so recipients see a verified caller name.
- [Porting your number](https://help.close.com/feature-guide/calling/porting-your-number.md): Port phone numbers into Close from Twilio or another carrier, for US and non-US numbers, and port numbers out of Close when you need to.
- [Bring Your Own Carrier (BYOC)](https://help.close.com/feature-guide/calling/bring-your-own-carrier-byoc.md): Keep your existing VoIP provider and receive inbound calls in Close with Bring Your Own Carrier (BYOC). Setup steps for Twilio and other carriers.
- [Initiating calls from the web app](https://help.close.com/feature-guide/calling/initiating-calls-from-the-web-app.md): Start calls from the Close web app with built-in calling, or use tel: links to place calls through another app or an external phone system.
- [Group Numbers](https://help.close.com/feature-guide/calling/group-numbers.md): Set up Group Numbers in Close so one number rings several team members at once. Add and edit members, handle missed calls, and use it as caller ID.
- [Call Coaching](https://help.close.com/feature-guide/calling/call-coaching.md): Listen, Whisper, or Barge in on live calls with Call Coaching in Close. Join from Team, Lead, or Conversations pages. Available on the Scale plan.
- [Regulatory Bundles](https://help.close.com/feature-guide/calling/regulatory-bundle.md): Create a Regulatory Bundle in Close to register phone numbers in countries that require identity documents, then acquire your number once approved.
- [German Regulatory Documents](https://help.close.com/feature-guide/calling/german-regulatory-documents.md): Documents Close needs to register German phone numbers, including the Handelsregisterauszug and the alternatives for sole traders without one.
- [Call Tasks](https://help.close.com/feature-guide/calling/call-tasks.md): Create Call Tasks in Close to remind yourself or a teammate to call a Contact at a set time. Close marks them complete when the call happens.
- [Call and SMS blocking in Close](https://help.close.com/feature-guide/calling/call-blocking-in-close.md): Block specific phone numbers and anonymous callers for your whole organization in Close from Settings. See what blocked callers hear and how to unblock.
- [SMS and MMS](https://help.close.com/feature-guide/sms-and-mms.md): Send and receive SMS and MMS in Close. Check supported countries and rates, understand SMS segments, and create SMS Templates with template tags.
- [SMS Deliverability](https://help.close.com/feature-guide/sms-and-mms/sms-deliverability.md): Why an SMS in Close might not deliver, how to read the error on an SMS activity, and what the most common Twilio undelivered error codes mean.
- [A2P 10DLC](https://help.close.com/feature-guide/sms-and-mms/a2p-10dlc.md): Register for A2P 10DLC to send SMS to US numbers from Close. Registration fees, required information, and acceptable opt-in methods for approval.
- [A2P 10 DLC - Want AI to do this for you?](https://help.close.com/feature-guide/sms-and-mms/a2p-10-dlc-want-ai-to-do-this-for-you.md)
- [A2P 10DLC - What to do when my A2P SMS registration is rejected?](https://help.close.com/feature-guide/sms-and-mms/a2p-sms-registration-rejected.md): Fix a rejected A2P 10DLC registration in Close. Common reasons Brands and Campaigns get rejected, from opt-in and website criteria to sample SMS.
- [A2P 10DLC - Stay Compliant](https://help.close.com/feature-guide/sms-and-mms/a2p-10dlc-stay-compliant.md): Stay compliant after A2P 10DLC approval. Carrier SMS guidelines, how spam filtering works, and the non-compliance fees and suspensions that can apply.
- [A2P 10DLC Compliance boost with AI](https://help.close.com/feature-guide/sms-and-mms/a2p-10dlc-compliance-boost-with-ai.md): Use Claude to review your SMS data from Close for A2P 10DLC compliance issues before carriers filter or block your messages.
- [Power & Predictive Dialing](https://help.close.com/feature-guide/power-predictive-dialing.md): Compare the Power Dialer and Predictive Dialer in Close. Learn how each one calls through a list of Leads and which fits your calling workflow.
- [Using the Power Dialer](https://help.close.com/feature-guide/power-predictive-dialing/using-the-power-dialer.md): Call through a Smart View with the Power Dialer in Close. Start, pause, resume, and restart sessions, and adjust dialer settings like ring time.
- [Using the Predictive Dialer](https://help.close.com/feature-guide/power-predictive-dialing/using-the-predictive-dialer.md): Set up and use the Predictive Dialer in Close. Record an abandonment message, turn on predictive mode, manage the call queue, and find abandoned calls.
- [Emailing](https://help.close.com/feature-guide/emailing.md): Send email from Close. Schedule emails, track opens, send as another user, and use attachments, Snippets, templates, and the AI Rewrite Assistant.
- [Email configuration](https://help.close.com/feature-guide/emailing/email-configuration.md): Connect Gmail, Microsoft 365, or a custom IMAP/SMTP email account to Close. Manage archiving, delete accounts, and create your email signature.
- [Managing unsubscribe requests](https://help.close.com/feature-guide/emailing/managing-unsubscribe-requests.md): Handle email unsubscribe requests in Close. Turn on automatic unsubscribe, search for unsubscribed Contacts, and see what the Lead sees.
- [Set up outbound email without inbound email tracking](https://help.close.com/feature-guide/emailing/set-up-outbound-email-without-inbound-email-tracking.md): Send email from Close over SMTP without syncing inbound emails, so only the messages you send are logged to Leads in Close.
- [Forwarding email to Close](https://help.close.com/feature-guide/emailing/forwarding-email-to-close.md): Forward or BCC emails to your organization's secret address to create new Leads in Close or attach emails to existing Leads, including from Gmail.
- [Email Filtering](https://help.close.com/feature-guide/emailing/email-filtering.md): Which emails Close syncs and logs to Leads, how internal emails are filtered out, how to request filters for domains, and why a reply might not appear.
- [Chloe](https://help.close.com/feature-guide/chloe.md): Chloe is the AI sales teammate built into Close. She makes outbound calls, qualifies Leads, and answers questions about your Leads and pipeline.
- [Voice Agent Setup](https://help.close.com/feature-guide/chloe/voice-agent-setup.md): Set up, test, and activate a Chloe Voice Agent, and manage pronunciation.
- [Compliance](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-compliance.md): Write a Voice Agent prompt for Chloe in Close. Define call context, goals, question flow, handling rules, skills, and variables, then test and iterate.
- [Prompt Training](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-prompt-training.md): Write a Voice Agent prompt for Chloe in Close. Define call context, goals, question flow, handling rules, skills, and variables, then test and iterate.
- [Skills](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-skills.md): Turn on Chloe's skills for a Voice Agent in Close: transfer calls, alert users, send scheduling links, book meetings, create tasks, and leave voicemails.
- [Playbooks](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-playbooks.md): Every Voice Agent in Close uses a Playbook that sets the Outcomes Chloe assigns, how she summarizes calls, and which custom fields she fills in.
- [Knowledge Sources](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-knowledge-sources.md): Connect websites and documents as Knowledge Sources so Chloe can answer questions on calls. Add sources, filter by path, and keep them up to date.
- [Use Cases](https://help.close.com/feature-guide/chloe/voice-agent-setup/chloe-use-cases.md): Where Chloe works best in Close: speed-to-lead follow-up, inbound qualification and routing, and reactivating stale Leads, with the skills to use for each.
- [Using Voice Agents](https://help.close.com/feature-guide/chloe/using-voice-agents.md): Start calls with Chloe in Close through batch calling, Workflows, or one-off calls. Monitor live calls and review recordings, summaries, and outcomes.
- [Reporting](https://help.close.com/feature-guide/chloe/using-voice-agents/chloe-reporting.md): Track Chloe's calls in Close. See activity on Lead records and in each Voice Agent's Calls and Performance tabs, measure outcomes, and audit calls.
- [FAQ](https://help.close.com/feature-guide/chloe/using-voice-agents/chloe-faq.md): Answers to common questions about Chloe Voice Agents in Close: plan availability, AI credits, permissions, setup, batch calls, and known limitations.
- [Troubleshooting](https://help.close.com/feature-guide/chloe/using-voice-agents/chloe-troubleshooting.md): Fix common Chloe Voice Agent problems in Close: calls not starting, call errors, missing transcripts, Book Meeting issues, and missing or wrong outcomes.
- [Chloe Chat](https://help.close.com/feature-guide/chloe/chat.md): Chat with Chloe in Close to ask about your pipeline, Leads, and Contacts, manage Voice Agents, and take actions.
- [Workflows](https://help.close.com/feature-guide/workflows.md): Automate outreach and tasks with Workflows in Close. Pick a trigger, add steps and delays, and set Workflow Goals. Available on Growth and Scale plans.
- [Workflow Steps](https://help.close.com/feature-guide/workflows/workflow-steps.md): Every Workflow step in Close, including email, SMS, call, and update steps. Add, remove, and reorder steps, change delays, and edit active Workflows.
- [Workflow Overview & Reporting](https://help.close.com/feature-guide/workflows/workflow-reporting.md): Track Workflow performance in Close. Read the overview stats like Active Contacts and Bounce Rate, and use Workflow Reporting to compare results.
- [Notetaker](https://help.close.com/feature-guide/notetaker.md): Close Notetaker joins your meetings, then adds transcripts and summaries to the Lead's timeline. Enable it, use it, share meetings, and view reports.
- [Enrichment](https://help.close.com/feature-guide/enrichment.md): Use AI Enrichment in Close to fill in Lead and Contact fields like company size, industry, and LinkedIn URL. Enrich one field or in bulk. 6 credits each.
- [Opportunities](https://help.close.com/feature-guide/opportunities.md): Create, edit, and delete Opportunities in Close. Learn what each Opportunity field means, attach files, and compare total vs. expected value.
- [Opportunities List View](https://help.close.com/feature-guide/opportunities/opportunities-report.md): Use the Opportunities List in Close to see every Opportunity in your organization. Filter, customize columns, and run in-column calculations.
- [Opportunity Pipeline View](https://help.close.com/feature-guide/opportunities/opportunity-pipeline-view.md): Manage deals in the Opportunity Pipeline View in Close. Drag Opportunities between Statuses, mark them Won or Lost, and filter by pipeline or date.
- [Opportunity Pipelines & Statuses](https://help.close.com/feature-guide/opportunities/opportunity-statuses.md): Set up Opportunity Pipelines and Statuses in Close to match your sales process. Create and delete Pipelines, and add or remove deal stages.
- [Inbox](https://help.close.com/feature-guide/inbox.md): Work from the Close Inbox: inbound emails, missed calls, voicemails, SMS, and tasks in one list. Use filters, Next Lead, Done, and built-in shortcuts.
- [Notes](https://help.close.com/feature-guide/notes.md): Add Notes to a Lead's activity feed in Close. Create and edit Notes, mention teammates, and comment on Notes, with support for search and reporting.
- [Scheduling Links](https://help.close.com/feature-guide/scheduling-links.md): Save your meeting scheduling links in Close and send them to Leads from email, SMS, or templates. Create links and manage template tag links.
- [Custom Activities](https://help.close.com/feature-guide/custom-activities.md): Create Custom Activity types in Close to log structured records like forms or onboarding checklists. Add fields, search, report, import, and export.
- [Custom Fields](https://help.close.com/feature-guide/custom-fields.md): Create Lead, Contact, and Opportunity Custom Fields in Close. Compare field types, set editing and visibility, and update or clear fields in bulk.
- [Meetings](https://help.close.com/feature-guide/meetings.md): Sync meetings from Google Calendar or Office 365 into Close. See upcoming meetings, set reminders, hide events, and learn each meeting status type.
- [Book a Meeting](https://help.close.com/feature-guide/meetings/book-meeting-setup-guide.md): Book meetings from a Lead page in Close. Close creates the event, sends the invite, and logs the meeting. Works with Google, Microsoft, and Zoom.
- [Outcomes](https://help.close.com/feature-guide/outcomes.md): Track the results of calls and meetings with Outcomes in Close. Create Outcomes, set them on calls and meetings, and report on them. Growth and Scale.
- [Playbooks](https://help.close.com/feature-guide/playbooks.md): Create Playbooks in Close to standardize discovery calls, demos, and follow-ups. Link Outcomes and custom fields, and archive or delete Playbooks.
- [Note Templates and Summary Guidance](https://help.close.com/feature-guide/playbooks/note-templates-and-summary-guidance.md): Use Playbook note templates to auto-generate structured call notes in Close, and summary guidance to shape how Close AI writes call summaries.
- [Using Playbooks on Calls](https://help.close.com/feature-guide/playbooks/using-playbooks-on-calls.md): Apply a Playbook to a call in Close before, during, or after it. Select an Outcome, fill in custom fields, and review the call note and AI summary.
- [Playbooks and Chloe](https://help.close.com/feature-guide/playbooks/playbooks-and-chloe.md): How Chloe uses Playbooks in Close to decide what she captures on each call, how she writes summaries, and which Outcomes and fields she fills in.
- [Forms](https://help.close.com/feature-guide/forms.md): Build web forms in Close that create or update Leads when someone submits them. Add and map fields, embed or share your form, and trigger Workflows.
- [Auto Updates](https://help.close.com/feature-guide/auto-updates.md): Auto Updates use call and meeting transcripts to fill in Playbook, Outcome, and custom fields in Close. Turn them on, review results, and improve accuracy.
- [Custom Objects](https://help.close.com/feature-guide/custom-objects.md): Store data that doesn't fit Leads, Contacts, or Opportunities with Custom Objects in Close. Create objects and fields, add instances, and search them.
- [Conversations](https://help.close.com/feature-guide/conversations.md): Review completed calls and meetings across your organization in the Conversations view in Close, see live calls, and filter and search your history.
- [Lead Filtering and Smart Views](https://help.close.com/feature-guide/lead-filtering-and-smart-views.md): Filter Leads in Close and save searches as Smart Views. Combine filters, use AI Search, customize columns, sort results, and pin views to the sidebar.
- [Create a Smart View](https://help.close.com/feature-guide/lead-filtering-and-smart-views/creating-smart-views.md): Create a Smart View in Close from a Lead, Contact, or Activity search. Share, hide, or delete it, and build Smart Views around your sales process.
- [Building a Calling Smart View](https://help.close.com/feature-guide/lead-filtering-and-smart-views/creating-smart-views-for-calling.md): Build a calling Smart View in Close for the Power or Predictive Dialer. Filter by Lead Status, call attempts, tasks, local time, and assignment.
- [Bulk Email and Workflow Smart View Tips](https://help.close.com/feature-guide/lead-filtering-and-smart-views/smart-views-for-bulk-email-and-worfklows.md): Set up Smart Views in Close for bulk email and Workflows. Define who is eligible, exclude Leads who already got the message, and limit how many you send.
- [Lead Filtering Tips](https://help.close.com/feature-guide/lead-filtering-and-smart-views/lead-filtering-tips.md): Build advanced search queries in Close. Use match operators, groups, date and local time filters, text searches, slice queries, and the Me filter.
- [Lead Filtering Tutorials](https://help.close.com/feature-guide/lead-filtering-and-smart-views/lead-filtering.md): Video tutorials on Lead filtering in Close: basic filters and Smart Views, filter data types, operators like not, and grouping filters.
- [Calculations in Smart Views](https://help.close.com/feature-guide/lead-filtering-and-smart-views/calculations-in-smart-views.md): Add column calculations to Smart Views and searches in Close. Show totals, averages, and percentages at the bottom of any column without exporting.
- [Reports](https://help.close.com/feature-guide/reports.md): Overview of reporting in Close: sales activity tracking, Opportunity tracking, and managing your saved Smart Views and custom Reports.
- [Activity Overview Report](https://help.close.com/feature-guide/reports/activity-overview-report.md): Use the Activity Overview report in Close to see team activity for any date range. Filter by Smart View or user, compare periods, and export or share.
- [Activity Comparison Report](https://help.close.com/feature-guide/reports/activity-comparison-report.md): Compare activity metrics across team members with the Activity Comparison report in Close. Filter by date, user, and Smart View, then export or share.
- [Opportunity Funnels Report](https://help.close.com/feature-guide/reports/opportunity-funnels-report.md): Track how Opportunities move through your pipeline with the Opportunity Funnels report in Close. See stage metrics, conversion, and a funnel view.
- [Status Change Report](https://help.close.com/feature-guide/reports/status-change-report.md): See how Leads and Opportunities move between Statuses over a time period with the Status Change report in Close, and drill into the matching Leads.
- [Explorer](https://help.close.com/feature-guide/reports/explorer.md): Build custom line and bar charts from your sales data with Explorer in Close. Example reports for Opportunities, calls, and email. Scale plan only.
- [Sent Email Report](https://help.close.com/feature-guide/reports/sent-email-report.md): See emails sent, opens, and replies by Email Template with the Sent Email Report in Close, and A/B test subject lines. Growth and Scale plans.
- [Tasks](https://help.close.com/feature-guide/tasks.md): Create and assign Tasks on Leads in Close for yourself or teammates, add Call Tasks, and view all open Tasks across your Leads in one place.
- [Designing a Cold Outbound Cadence](https://help.close.com/best-practices/designing-a-cold-outbound-cadence.md): Design a cold outbound cadence: rhythm, signal-based enrollment, multi-threading, and channel mix, with a worked example and how to build it in Close.
- [Inbound Lead Response](https://help.close.com/best-practices/inbound-lead-response.md): Respond to inbound leads within minutes. Why speed-to-lead matters, when to call vs. email, and how to capture, route, and surface new leads in Close.
- [Using Workflows for Newsletters](https://help.close.com/best-practices/using-workflows-for-newsletters.md): Send email newsletters with Workflows in Close. Define your goals, create Email Templates, build the Workflow, and track performance over time.
- [Lead Scoring](https://help.close.com/best-practices/lead-scoring.md): Score leads in Close with Custom Fields, Custom Activities, and Smart Views. Define your ideal customer criteria, track them, and prioritize top Leads.
- [Simplify Your Workflows with Automated Senders](https://help.close.com/best-practices/simplify-your-workflows-with-automated-senders.md): Set a different sender for each Workflow step in Close, such as the Lead owner, instead of the user who enrolled the Lead. How it works and use cases.
- [Assign Leads to Users via Round-Robin](https://help.close.com/best-practices/simplify-your-workflows-with-automated-senders/new-assign-leads-to-users-via-round-robin.md): Assign new Leads to your team in rotation with Robin, a round-robin app for Close, or with Zapier. Set up Groups and Lead Lists and review activity.
- [Build a Sales Process](https://help.close.com/best-practices/build-a-sales-process.md): Build a repeatable sales process: what it includes, how to design each stage from lead to customer, and how to track and refine it in Close.
- [Designing your sales pipeline](https://help.close.com/best-practices/build-a-sales-process/designing-your-sales-pipeline.md): Design your sales pipeline in Close. Choose your stages, write exit criteria, set up forecasting, and enforce pipeline hygiene with Smart Views.
- [Automating Close with Zapier](https://help.close.com/best-practices/automating-close-with-zapier.md): Automate actions inside Close by connecting Close to itself with Zapier. Get started with Zaps and see common ways customers automate their process.
- [Create a new Lead once a Calendly meeting is booked](https://help.close.com/best-practices/automating-close-with-zapier/create-a-new-lead-once-a-calendly-meeting-is-booked.md)
- [Perform an action when a Workflow ends](https://help.close.com/best-practices/automating-close-with-zapier/perform-an-action-when-a-workflow-ends.md): Use Zapier to trigger an action when a Workflow ends in Close, such as enrolling the Lead in a long-term follow-up Workflow or updating its status.
- [Creating additional SMS notifications for users](https://help.close.com/best-practices/automating-close-with-zapier/forwarding-sms.md): Get extra alerts for incoming SMS in Close. Use Zapier to email the assigned user or forward the message to their cell phone.
- [Enforcing required fields in Close via Zapier](https://help.close.com/best-practices/automating-close-with-zapier/enforcing-required-fields-in-close-via-zapier.md): Use Zapier to enforce required fields in Close. Check whether fields are filled in before a status change, then send an alert or revert the change.
- [Create an Opportunity when Status is changed to Qualified](https://help.close.com/best-practices/automating-close-with-zapier/create-an-opportunity-when-a-lead-status-is-moved-to-qualified.md): Use Zapier to create an Opportunity in Close automatically whenever a Lead's status changes to Qualified, so every qualified Lead enters your pipeline.
- [Creating a multi-channel sales workflow in Close](https://help.close.com/best-practices/creating-a-multi-channel-sales-workflow-in-close.md): Plan a multi-channel sales workflow in Close. Map your email, call, and SMS touch points, then build them with Workflows, Smart Views, and the dialers.
- [Avoiding Lead Rot and Consolidating Smart Views](https://help.close.com/best-practices/avoiding-lead-rot-and-consolidating-smart-views.md): Use Smart Views in Close to find Leads and deals that have sat in a status too long, and combine several Smart Views into one.
- [Parent/Child Lead Hierarchy](https://help.close.com/best-practices/how-do-i-create-a-parentchild-account-hierarchy.md): Link parent and child accounts in Close with a Lead custom field and integration links, so you can move between related companies like franchises.
- [Keyboard shortcuts](https://help.close.com/best-practices/keyboard-shortcuts.md): Keyboard shortcuts in Close: press ? on any page to see the full list, and open the command palette with Cmd+K on Mac or Ctrl+K on Windows.
- [Automatically set Opportunity Confidence based on pipeline status](https://help.close.com/best-practices/automatically-set-opportunity-probability-based-on-pipeline-status.md): Use Workflows in Close to update an Opportunity's Confidence when it moves into a new status, with an example mapping and tips to avoid conflicts.
- [Integrations](https://help.close.com/integrations.md): Connect Close with the tools you use. Built-in integrations like Zoom and Slack, plus Zapier, Make, and the Close API for everything else.
- [Find IDs in Close](https://help.close.com/integrations/find-ids-in-close.md): Find the IDs you need for Zapier or the Close API: User, Lead, Email Template, Custom Field, Status, Organization, and Custom Activity Type IDs.
- [Analysis and Reporting](https://help.close.com/integrations/analysis-and-reporting.md): Reporting and analytics integrations for Close, including Segment, for teams that need more than Close's built-in reports.
- [Segment](https://help.close.com/integrations/analysis-and-reporting/segment.md): Connect Segment to Close to create and update Leads and Contacts from your website and other data sources. Map Company and User IDs and event types.
- [Communication](https://help.close.com/integrations/communication.md): Communication integrations for Close: message Leads on WhatsApp, record Zoom meetings, alert your team in Slack, and send contracts with Docusign.
- [WhatsApp](https://help.close.com/integrations/communication/whatsapp.md): Reach Contacts on WhatsApp from Close with an Integration Link, and log WhatsApp messages in Close with TimelinesAI, Zapier, or the Close API.
- [Zoom](https://help.close.com/integrations/communication/zoom.md): Connect Zoom to Close to use Notetaker on Zoom meetings and pull Zoom Cloud Recordings onto the Lead page. Setup, reminders, and troubleshooting.
- [Slack](https://help.close.com/integrations/communication/slack.md): Send Slack messages from Close with Zapier. For example, post in a Slack channel whenever an Opportunity in Close is marked Won.
- [Docusign](https://help.close.com/integrations/communication/docusign.md): Connect Docusign to Close with Zapier to generate and send contracts for signature from Opportunities, such as when an Opportunity is marked Won.
- [GetAccept](https://help.close.com/integrations/communication/getaccept.md): Send Opportunity data from Close to GetAccept to build quotes, proposals, and contracts and collect e-signatures. Enable and set up the integration.
- [Help Scout](https://help.close.com/integrations/communication/help-scout.md): Show Close Lead data in Help Scout tickets, matched by email address, including Lead Status and Lead Owner. Create new Leads from Help Scout.
- [Marketing](https://help.close.com/integrations/marketing.md): Marketing integrations for Close, including Facebook Lead Ads and Mailchimp, to bring new Leads into Close from your campaigns.
- [Facebook Lead Ads](https://help.close.com/integrations/marketing/facebook-lead-ads.md): Use Zapier to create a Lead in Close whenever a prospect submits a Facebook Lead Ad form, and find existing Leads first to avoid duplicates.
- [Mailchimp](https://help.close.com/integrations/marketing/mailchimp.md): Use Zapier to create a Lead in Close for every new Mailchimp subscriber, and check for an existing Lead first so you don't create duplicates.
- [Organizational Tools](https://help.close.com/integrations/organizational-tools.md): Scheduling integrations for Close, including Calendly and SavvyCal, to share booking links and create Contacts when prospects book meetings.
- [Calendly](https://help.close.com/integrations/organizational-tools/calendly.md): Connect Calendly to Close to insert booking links into emails and SMS, create Contacts from new bookings, map form fields, and assign Leads by host.
- [SavvyCal](https://help.close.com/integrations/organizational-tools/savvycal.md): Connect SavvyCal to Close to create and update Contacts automatically when a prospect books a meeting with your team.
- [Prospecting](https://help.close.com/integrations/prospecting.md): Prospecting integrations for Close: LeadFuze, LinkMatch, Dripify, and HubSpot, to find prospects and bring them into Close as Leads.
- [LeadFuze](https://help.close.com/integrations/prospecting/leadfuze.md): Connect LeadFuze to Close to find B2B prospects with verified emails and social profiles and add them to Close as Leads automatically.
- [LinkMatch](https://help.close.com/integrations/prospecting/linkmatch.md): Add LinkedIn profiles to Close as Leads in one click with the LinkMatch Chrome extension. See who is already in Close and sync profile changes.
- [Dripify](https://help.close.com/integrations/prospecting/dripify.md): Connect Dripify to Close with Zapier to send LinkedIn prospects from your Dripify campaigns into Close as Leads.
- [HubSpot to Close](https://help.close.com/integrations/prospecting/hubspot-to-close-syncing-integration.md): Sync data between Close and HubSpot with HubSpot's integration. What syncs, default and custom field mappings, object associations, and common errors.
- [Zapier](https://help.close.com/integrations/zapier.md): Connect Close to other apps with Zapier. Learn how Zaps work, find the available Close triggers and actions, set up your first Zap, and use templates.
- [Google Forms](https://help.close.com/integrations/zapier/google-forms.md): Log Google Forms responses in Close with Zapier. Send answers to a Google Sheet, then create a Note on the matching Lead in Close.
- [SimpleTexting](https://help.close.com/integrations/zapier/simpletexting.md): Use Zapier to create a task in Close when a Contact replies to a SimpleTexting message with an MMS, so no reply goes unnoticed.
- [Migration from API keys to OAuth](https://help.close.com/integrations/zapier/zapier-api-keys-to-oauth.md): For Zaps created before June 22, 2023: how to move Close steps in Zapier from API keys to OAuth, and what happens to existing Zaps.
- [Dedicated Email Servers](https://help.close.com/integrations/dedicated-email-servers.md): Why bulk email from Close needs a dedicated email service like Mailgun or SendGrid: daily send limits, compliance requirements, and DNS setup.
- [Mailgun](https://help.close.com/integrations/dedicated-email-servers/mailgun.md): Set up Mailgun for bulk email from Close. Create your account, add your sending domain, add the DNS records, and connect Mailgun's SMTP server.
- [SendGrid](https://help.close.com/integrations/dedicated-email-servers/sendgrid.md): Set up SendGrid for bulk email from Close. Authenticate your domain with SPF and DKIM, connect SendGrid's SMTP server, and add unsubscribe links.
- [Integration links](https://help.close.com/integrations/integration-links.md): Create Integration Links in Close to open other websites with Lead, Contact, or Opportunity data, such as social profiles or internal tools.
- [ChatGPT](https://help.close.com/integrations/chatgpt.md): Connect Close to ChatGPT to analyze your Close data and draft emails. Get started, see example use cases, and revoke access when needed.
- [Close MCP Server](https://help.close.com/integrations/close-mcp-server.md): Connect ChatGPT, Claude, or another MCP client to Close's remote MCP server at mcp.close.com/mcp to work with your Close data using OAuth.
- [Close MCP Tools](https://help.close.com/integrations/close-mcp-server/close-mcp-tools.md): The tools Close's MCP server gives AI clients like Claude and ChatGPT for reading and updating your Close data, with the full list in the developer docs.
- [Helpdesk integration](https://help.close.com/integrations/helpdesk-integration.md): Show your help desk's support emails in Close by connecting the support inbox as a Close user, or search your help desk with Integration Links.
- [Integrations by type](https://help.close.com/integrations/integrations-with-close.md): Connect Close to other apps with an API key or OAuth. Create, review, and delete API keys, and allow or revoke OAuth access for connected apps.
- [API Keys & OAuth](https://help.close.com/integrations/api-keys-oauth.md): Create an OAuth app for Close so your integration can connect to Close accounts securely. Full instructions are in the Close developer docs.
- [Create OAuth Apps](https://help.close.com/integrations/developers/create-oauth-apps.md)
- [Verify Your Email Address](https://help.close.com/account-management/verify-your-email-address.md): Close requires a verified login email. Learn how to verify your email address, resend the verification email, and what read-only access means until you do.
- [Account Settings](https://help.close.com/account-management/account-settings.md): Update your Close account settings: name, country, login email, password, and two-factor authentication, plus appearance, memberships, and notifications.
- [Security](https://help.close.com/account-management/security.md)
- [Roles & Permissions](https://help.close.com/account-management/roles-permissions.md): Control what each user can do in Close with Roles & Permissions. Compare the four predefined roles, and create, duplicate, or edit custom roles.
- [Admin user role](https://help.close.com/account-management/roles-permissions/admin-account-role.md): The Admin role in Close has every permission enabled and is the only role with billing access. See what Admins can do and why the role can't be edited.
- [Super User role](https://help.close.com/account-management/roles-permissions/super-user-role.md): The Super User role in Close includes everything a User can do plus common admin settings. A fit for Sales Ops or team leads without full admin access.
- [User role](https://help.close.com/account-management/roles-permissions/user-role.md): The User role in Close adds bulk actions and lead management to the Restricted User role, without access to organization settings or role management.
- [Restricted User role](https://help.close.com/account-management/roles-permissions/restricted-user-role.md): The Restricted User role in Close covers core work on a user's own records and communication, with limited access to bulk actions and settings.
- [Lead Visibility](https://help.close.com/account-management/roles-permissions/lead-visibility.md): Use Lead Visibility in Close to control which Leads each user can see. Set up visibility roles, assign users, and review app-wide restrictions.
- [Plans and Billing](https://help.close.com/account-management/plans-and-billing.md): How Close billing works: your plan, billing schedule, and user count. Update your payment method, view invoices, change plans, and handle overdue payments.
- [Groups](https://help.close.com/account-management/plans-and-billing/groups.md): Create Groups of users in Close to report on team activity, filter Leads by Group, and manage members. Available on Scale and Enterprise plans.
- [Managing users and cancellation](https://help.close.com/account-management/plans-and-billing/adding-and-removing-users.md): Add and remove users in Close, reassign their Leads, tasks, and phone numbers, route their calls and emails, and cancel or undo canceling your account.
- [Customer Support Plans & Business Hours](https://help.close.com/account-management/plans-and-billing/customer-support.md): How to contact Close Support by email, what Premium Support includes, and the business hours when the Close Support team is available.
- [Variable Usage Costs (Calling, SMS, Phone Numbers, AI Tools)](https://help.close.com/account-management/variable-usage-costs-calling-sms-phone-numbers-ai-tools.md): Usage rates in Close for calling, phone numbers, SMS and MMS, A2P 10DLC fees, and AI tools, including how forwarded and transferred calls are charged.
- [Managing your Usage balance](https://help.close.com/account-management/variable-usage-costs-calling-sms-phone-numbers-ai-tools/managing-your-usage-balance.md): Check your Close usage balance, set up auto-recharge, adjust your monthly spending limit, and follow best practices for setting usage limits.
- [AI Credits](https://help.close.com/account-management/variable-usage-costs-calling-sms-phone-numbers-ai-tools/ai-credits.md): How AI credits work in Close: which features use credits, credits included by plan, AI credit subscriptions, usage monitoring, and what happens at zero.
- [Exporting data](https://help.close.com/account-management/exporting-data.md): Export Leads, Contacts, and Opportunities from Close in CSV or JSON. Narrow it with a search, choose common or all fields, or use the Close API.
- [Single Sign-On (SSO) with Google](https://help.close.com/account-management/single-sign-on-sso-with-google.md): Sign up and log in to Close with your Google account using Single Sign-On (SSO), and set up a password login alongside Google SSO.
- [Two-factor authentication (2FA)](https://help.close.com/account-management/enabling-2fa.md): Turn on two-factor authentication (2FA) for your Close account with an authenticator app or email, sign in with 2FA, and reset 2FA for a team member.
- [GDPR and EU data privacy](https://help.close.com/account-management/eu-data-privacy-and-gdpr.md): How Close meets its GDPR obligations as a data controller and processor, including security measures, contractual agreements, and tips for customers.
- [Secondary organizations](https://help.close.com/account-management/secondary-organization.md): Create secondary organizations in Close for other parts of your business or as a sandbox for testing. How billing works and how to deactivate one.
- [Close IPs](https://help.close.com/technical-support/close-ips.md): The IP addresses the Close API uses and why they can change. Find the current IP list or filter AWS EC2 ranges in the us-west-2 region.
- [System Requirements and Supported Browsers](https://help.close.com/technical-support/system-requirements-supported-browsers.md): System requirements for Close, including at least 8 GB of RAM, and the browsers supported for web-based calling (the latest two versions of each).
- [Date and Time Formats](https://help.close.com/technical-support/date-and-time-formats.md): Change the date and time format in Close between US and UK styles by updating your macOS, Windows, or browser language settings.
- [Windows Screen Issue](https://help.close.com/technical-support/windows-screen-issue.md): Fix the Close desktop app when it's running on Windows but not visible on screen. Try resizing, Show Desktop, Cascade, Maximize, and Alt + Space.
- [Reset your password](https://help.close.com/technical-support/how-to-reset-your-password.md): Reset your Close password. Open the password reset page, enter your account email, and use the link Close sends you to create a new password.
- [Clearing the Configuration File](https://help.close.com/technical-support/desktop-app/clearing-the-configuration-file.md): Fully reinstall the Close desktop app on Mac or Windows by clearing cookie, session, and cache files. Your Close data isn't affected.
- [Reinstalling the Close app](https://help.close.com/technical-support/desktop-app/reinstalling-the-close-app.md): Fully restart the Close desktop app on Mac or Windows. Closing the window isn't enough, so quit the app from the menu and reopen it.
- [Restarting the Close app](https://help.close.com/technical-support/desktop-app/restarting-the-close-app.md): Fully restart the Close desktop app on Mac or Windows. Closing the window isn't enough, so quit the app from the menu and reopen it.
- [Opening links in the Desktop App](https://help.close.com/technical-support/desktop-app/opening-links-in-the-desktop-app.md): Open Close links in the desktop app instead of your browser. Set app.close.com links to open in the app or use closeio:// deep links.
- [Download the Beta Version of Desktop App](https://help.close.com/technical-support/desktop-app/how-to-download-the-close-desktop-app-beta.md): Switch the Close desktop app to the beta channel on Mac or Windows to test new versions early, and go back to the stable version at any time.
- [Spell check](https://help.close.com/technical-support/spell-check.md): Turn on spell check in the Close desktop app for Windows and Mac, and select one or more languages to check your emails and notes.
- [Data security and privacy](https://help.close.com/technical-support/data-security-and-privacy.md): How Close protects your data: encryption, how your email data is handled, who can access your data, and how security vulnerabilities are handled.
- [Security Vulnerability Disclosure Policy](https://help.close.com/technical-support/data-security-and-privacy/security-vulnerability-disclosure-policy.md): Report a security vulnerability in Close by emailing security@close.com. What details to include in your report.
- [Tasks not syncing with Google Calendar](https://help.close.com/technical-support/tasks-not-syncing-with-google-calendar.md): Close Tasks no longer sync to Google Calendar through a calendar subscription. Use Zapier as a workaround to add Close Tasks to Google Calendar.
- [Email Deliverability](https://help.close.com/technical-support/email-deliverability.md): Improve email deliverability from Close. Avoid spam filters, follow sending best practices, and set up SPF, DKIM, and DMARC for your domain.
- [Connecting Microsoft 365 in managed tenants (Entra admin guide)](https://help.close.com/technical-support/email-deliverability/connecting-microsoft-365-in-managed-tenants-entra-admin-guide.md): How Microsoft Entra administrators grant admin consent for the Close app: the full list of permissions Close requests, why calendar permissions are required, and how to fix the "Administrator approval required" screen.
- [Email Sending Limits](https://help.close.com/technical-support/email-deliverability/email-sending-limits.md): Set email sending limits in Close to stay under your provider's daily thresholds. How limits, sending priority, bulk email, and Workflows interact.
- [Requirements for bulk email senders](https://help.close.com/technical-support/email-deliverability/requirements-for-bulk-email-senders.md): Google and Yahoo bulk sender requirements for email from Close: SPF, DKIM, DMARC, PTR records, TLS, one-click unsubscribe, and spam rate limits.
- [Which IP addresses need access to my SMTP/IMAP server?](https://help.close.com/technical-support/email-deliverability/which-ip-addresses-need-access-to-my-smtpimap-server.md): The IP addresses to allowlist on your SMTP and IMAP servers so Close can send and sync email in restricted corporate or IT environments.
- [Office365 connected accounts](https://help.close.com/technical-support/email-deliverability/office365-connected-accounts.md): Fix Office 365 accounts that disconnect from Close or won't send or sync email. Enable SMTP AUTH and IMAP, and resolve Windows SSO issues.
- [Script installation & setup](https://help.close.com/technical-support/script-installation-setup.md): Set up Python 3, virtualenv, and Git on Mac or Windows to run Close API scripts, and run a sample script against your Close account.
- [Call Quality](https://help.close.com/technical-support/call-quality.md): What the Call Quality Indicator (CQI) in Close means: high RTT, jitter, packet loss, and low MOS warnings, and how to fix headset and network issues.
- [Diagnosing Calling Problems](https://help.close.com/technical-support/call-quality/diagnosing-calling-problems.md): Fix common calling problems in Close: choppy audio, no sound, dropped calls, echo, one-way audio, and calls that won't start.
- [Troubleshooting headset issues](https://help.close.com/technical-support/call-quality/troubleshooting-headset-issues.md): Fix headset problems in Close when it can't access your microphone, your headset doesn't appear in Phone Settings, or you can't adjust volume.
- [Enabling Quality of Service (QoS)](https://help.close.com/technical-support/call-quality/enabling-quality-of-service-qos.md): Set up Quality of Service (QoS) on your router to prioritize Close call traffic, which services to prioritize, and what bandwidth values to enter.
- [Reporting call quality issues](https://help.close.com/technical-support/call-quality/reporting-call-quality-issues.md): Report a call quality issue in Close from the call log menu after any call. Pick what went wrong and add details for the Close Support team.
- [Browser Notification Troubleshooting](https://help.close.com/technical-support/call-quality/browser-notification-troubleshooting.md): Fix missing incoming call notifications when using browser calling in Close. Check your browser and system notification settings step by step.
- [Open Source Acknowledgments](https://help.close.com/technical-support/open-source-acknowledgments.md): Acknowledgments for the open source packages Close uses, plus links to the open source projects Close publishes on GitHub.
- [Close Support Tools](https://help.close.com/technical-support/close-support-tools.md): Use the Close Support Tools portal to manage, export, audit, and clean up your data, from bulk actions and imports to calls, emails, and Smart Views.
- [Record bugs or errors](https://help.close.com/technical-support/debugging-tools/activity-recorder.md): Record a bug or error in Close with the activity recorder from the ? menu, then send the recording to Close Support to troubleshoot.
- [Console Error Logs](https://help.close.com/technical-support/debugging-tools/error-logs.md): Collect console error logs from the Close desktop app or web app, and send them to Close Support to help debug issues they can't reproduce.
- [Network Logs](https://help.close.com/technical-support/debugging-tools/network-logs.md): Generate a network log (.har file) from your browser when Close loads slowly, and send it to Close Support to help diagnose performance issues.