support center

General

Updating Close.io if downloaded from the Mac App Store

If you downloaded Close.io from the "Mac App Store" (rather than downloading it directly from our website) then you are running an old version of Close.io that's no longer supported. Unfortunately it can't be "...

Read Article

How can I find the average sales cycle for my team?

Right now you cannot find the average sales cycle for your team within the app. However, you can find this data using an integration with Zapier.com. Here’s a step-by-step guide to setting up a Zap that will pu...

Read Article

Deduplication of Leads via Zapier.com

Many of our customers use zapier.com to send leads from other integrations, software, or websites into Close.io. One common obstacle is that Close.io does not currently support native deduplication, although we...

Read Article

Import data from other CRMs (Salesforce, etc.)

We are able to easily copy your data from many of the popular CRMs (Salesforce and many others) into Close.io. This method allows you to copy over not only the contact information, but also Activity history, Op...

Read Article

Import data from a CSV or an Excel spreadsheet

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 a spreadsheet (Excel, Numbers, Google Sheets, etc.) To start, c...

Read Article