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Inbox and Tasks

Inbox

What is Inbox? Inbox is a unified view of all your inbound communication (emails, missed calls, voicemails) and open tasks/reminders for the day. Smart Views exist for proactive outreach to leads matching s...

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Tasks

In Close.io, you can set tasks for yourself or other team members within any lead. When to use tasks Noting a next step that's not in your normal workflow. Reaching out to another team member for help...

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Tasks/calendar integration

Close.io can provide a calendar feed of your Close.io tasks, which you can "subscribe" to from common calendar applications (e.g. Google Calendar, Outlook, or Apple's Calendar app). Click on the calendar icon ...

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Tasks not syncing with Google Calendar

If you're currently using Google Calendar to subscribe to your Close.io Tasks Calendar you may have noticed events are not showing up right away. This is a known issue with Google Calendar's handling of third-p...

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Email inbox/archive syncing

When you setup 2-way email sync Close.io not only shows relevant emails on your leads, it also keeps your Close.io Inbox in sync with your email account's inbox. It does this by syncing the "inbox" status of em...

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