General
- Ways to get data into Close.io
- Opportunities
- Reporting
- Bulk import and data migration
- Exporting data
Search, Fields, and Statuses
- Search overview
- Smart Views
- Calling workflows
- Search syntax: single queries
- Search syntax: combined queries
Account Management
- Common billing questions
- What happens when I delete a user?
- How to reset your password
- Multiple organizations
- User roles
Calling
- Calling in Close.io
- Voicemail drops
- Phone Settings Popover
- Call recording
- Reporting call issues or quality
SMS
- SMS in Close.io
- How does SMS billing work?
- How do I know if an SMS message fails to send?
- Can I send SMS in bulk?
- Can I forward SMS?
Inbox and Tasks
- Inbox
- Tasks
- Tasks/calendar integration
- Tasks not syncing with Google Calendar
- Email inbox/archive syncing