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General

Get the URL/link of a Close.io page

Desktop App To get a URL of a specific page in Close.io to share with coworkers, you can right click empty areas and choose "Copy Page Address" Or from the Leads page, you can share the destination of a l...

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Removing duplicate leads

You may accidentally create duplicates leads when creating leads. We are working on improving our duplicate detection functionality, but here are the best ways to deal with duplicate leads today: Revert bulk...

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Localization (date formats, currency, and phone numbers)

Close.io's interface is only available in English, however we do have some localization features to make Close.io friendlier for our non-US customers. Currency Close.io doesn't support multiple currencies...

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Can I attach files to leads in Close.io?

There's currently not a built-in way to upload files/attachments to store on leads in Close.io (aside from email attachments). This is something we may build in the future, however there are a few workarounds r...

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Spell check

Spell check is available on both the Mac and Windows app. Simply right click a red underlined word to see spelling suggestions or add it to the dictionary. On the Mac, the built-in OS X spell checker is used. O...

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Cannot paste in Close.io

‚ÄčIf you cannot paste text into the Close.io app and are running Windows, make sure any web security software such as Webroot is disabled or Close.io is added to the list of known applications. Add Close.io...

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Using Close.io while mobile / on-the-go

Close.io has neither a mobile-optimized website nor iOS/Android apps currently, because we've focused on making inside salespeople as efficient as possible. We do plan on improving the mobile experience at som...

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Close.io for Mac

You can download the latest version of Close.io for Mac here. Recommended Mac Requirements Supported Operating Systems: OS X 10.9.5 or higher RAM: At least 4 GB. 8 GB recommended Hard Drive: At least 1 G...

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Close.io for Windows

You can download the latest version of Close.io for Windows here. Recommended Windows Requirements Supported Operating Systems: Windows 7 or later RAM: At least 4 GB. 8 GB recommended. Hard Drive: At lea...

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Keeping the Close.io Mac/Windows app up to date

Close.io should automatically prompt you when there is an update available. We strongly urge you to always install updates to ensure that the application runs stable. In some cases it may be necessary to manual...

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