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Calling

Group numbers

A Group Phone Number (also known as a "ring group") defines a phone number that, when dialed, rings a group of phones simultaneously, stopping when any one of them is picked up. This feature can be a great tool...

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Toll-free numbers

We can easily find you the right U.S. toll-free number for your business. Send us a support request through support@close.io with the following: Desired number or flexibility in number. If you would like a...

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Can I make phone calls from my web browser?

There are two ways to use Close.io: our web version and our native Mac/Windows applications. They are exactly the same experience, except the native desktop app is required to make or receive phone calls. The...

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Call Transferring

Once on a call, you'll notice the transfer icon. Each user with an eligible plan will be displayed in the drop down next to an online/offline marker indicating if they have their Close.io application open and a...

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Call Forwarding

Call forwarding allows you to receive calls on another phone when you're not logged into Close.io or are away from your desk. Calls received on your forwarded phone are always automatically logged in Close.io. ...

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Add a custom voicemail greeting

It's easy to add a custom voicemail greeting for any of your Close.io phone numbers. Just follow these steps: Head over to your Settings (top right Your Name -> Settings). Select Your Phone Settings o...

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Can I retrieve the phone number (or recording) of an incoming call I answered, but didn't attach to a lead?

Yes! When you have an incoming call from an unknown number and you answer the call, there are buttons "Create new lead" and "Assign to lead" while you're on the call. If you miss the call, it appears as a "Mi...

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Adjusting microphone volume on Windows

When not using the default 'Automatic volume adjustment' setting described in Headset and Microphone Setup, you can use the Windows system settings to verify and adjust the microphone volume. Verify and ad...

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QoS setup

Need help finding the best router or access point? Checkout our Recommended Networking Equipment section New to this section? Checkout our series on how to debug network related call quality issues. What i...

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Changing your outgoing Caller ID number

When making calls with Close.io, your default Caller ID is your primary Close.io phone number. People receiving your calls will see this number on their Caller ID. That way, they'll call you back at your primar...

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