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Search, Fields, and Statuses

Search overview

Search can quickly find a contact, identify which leads need attention, build lists for your sales team, and much more. The possibilities are endless. Search queries Search queries identify leads that...

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Smart Views

Smart Views are designed to help you and your team target specific leads based on certain criteria. Whether that criteria is based on activity (ex: last called or emailed) or lead status (ex: qualified, bad fit...

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Calling workflows

Combine saved searches (aka Smart Views) and keyboard shortcuts to call leads as fast as possible. Here are a couple of examples to get you started: Calling leads for the first time Step 1: Creating a Sma...

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Search syntax: single queries

This a more detailed look at constructing single search queries in Close.io To start creating basic search queries right away, head over to the search overview help article. After reading this, check out our a...

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Search syntax: combined queries

This is an in depth look at searching using multiple terms; make sure you’ve brushed up on your single query search knowledge beforehand. If you are just getting started, go here. Operators (and, or, not) ...

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Finding contacted leads

Often times we need to know what leads we've never attempted to contact or what leads we've had a meaningful conversation with. Here are three useful searches: Never Contacted: calls:0 emails:0 Attempted con...

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Sort doesn't work for certain fields

Currently in Close.io, only the fields listed in the Sort By dropdown are sortable: Just click it and it'll add the correct syntax to your search query. If you don't see the field you want to sort by, most ...

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Renaming custom field choices

Below we'll walk through an example of how to rename the Tags custom field choice "B" to "C". We start with a custom field called Tags which has options "A" and "B". When we complete the below the Tags custom f...

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Custom fields

What are custom fields? Custom fields let you store arbitrary data on leads. They can be used for many different purposes. You can sync your internal database with our system, label leads in a specific indu...

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Organization settings, statuses, & customizations

Close.io is designed to be customizable for any type of sales process. The best way to structure your organization and leads are through lead statuses and opportunity statuses. Customizing lead and opportunity ...

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