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General

Ways to get data into Close.io

Manually add leads one at a time Click the "New Lead" button that appears in the top toolbar Close.io Perform a one-time migration from an old CRM product/service. We are able to copy your data from ma...

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Opportunities

In Close.io, Opportunities help your team identify and keep track of what deals are on the verge of closing. Any opportunity that is added to a lead becomes visible on the "Opportunities" screen to give your te...

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Reporting

Close.io features a powerful set of metrics based around your team's activities. Never again will you have to guess how many calls were made, emails sent, prospects contacted, or revenue generated. You can view...

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Bulk import and data migration

Close.io comes with a powerful yet simple Lead Importer tool that allows you to import leads, contacts, and other data points from a CSV file or Excel. Note: When using this method, NO activities (calls, email...

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Exporting data

We believe that you shouldn't be held captive by your own data. That's why we've made it extremely easy to export all or just part of your data in Close.io. Anytime you are looking at leads in Search, you ca...

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Console errors

Right click anywhere on the page Select Inspect Element Click the Console tab in the window which pops up Select all of the text and copy/paste this into an email to support@close.io ...

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Explorer: custom reporting graphs

Explorer is a data exploration tool to help you visualize your data, in graph form, in hundreds of new and useful ways. It lets you quickly create line graphs and bar charts based on whichever parts of your sa...

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Merge duplicate leads

Often times we have duplicate leads within our dataset and need to combine all of the contacts and activities (calls, notes, emails, etc.) into a single lead record. Close.io offers this ability from the lead p...

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Keyboard shortcuts

Close.io comes with a set of keyboard shortcuts that can significantly improve your efficiency. To see the list of keyboard shortcuts available, just hit the question mark button ("?") on your keyboard from any...

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Bulk edit/delete

Close.io lets you easily bulk edit or bulk delete all the leads that appear in a search query or a Smart View. From any search results or Smart View page just click "Bulk Actions" and then "Bulk Edit/Delete". ...

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