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Calling

Calling in Close.io

Making Calls Calling in Close.io is currently available by using the Close.io Desktop Application. The fastest way to place a call in Close.io is to simply click the phone icon next to your contact's name t...

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Predictive Dialer

The Predictive Dialer is a powerful tool to make your sales team more effective. It lets your team collaboratively call a list of leads and connects leads that answer to an available person in the Predictive Di...

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Voicemail drops

​Our Business plan offers the ability to upload a pre-recorded voicemail message which you can leave someone at the click of a button. Once prompted to leave a message in a voicemail system, click the Leave Voi...

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Phone Settings Popover

Please Note: Phone Settings popover is only available within our Native app on the Pro and Business plans. The Phone Settings popover allows you to: See your outgoing Caller ID number and change it if you h...

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Call recording

Please Note: Call Recording is only available on the Business plan. Refer to our pricing guide for more information on the different plans available. Close.io can automatically record all calls that occur wit...

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Reporting call issues or quality

Our goal is to make sure that every call you make through Close.io is perfect. To make that goal a reality, we need your feedback – both good and bad. After every call you make (or answer) we’ll ask you about ...

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How to record an mp3 audio file

To record a .mp3 audio file (e.g. for your voicemail greeting), you can use existing software on your computer or try one of these websites: https://online-voice-recorder.com http://vocaroo.com On OS X...

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Headset and microphone setup

For the best performance, use an external headset and microphone when making calls. Our recommended headsets can be found here. Audio settings are configured from within the Close.io application by using the P...

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Recommended headsets

For the optimal calling experience, we recommend headsets with the following characteristics: Wired -- while wireless tends to be more convenient, but wired headsets are more reliable and not as susceptibl...

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Port an existing number

WARNING: Porting a number into Close.io will stop service of that number with your existing provider. Please ensure this does not interfere with any contract of other services you may have tied to that number o...

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