support center

Account Management

Common billing questions

When you're billed Charges are generated when: You begin a new billing period (whether it's monthly or annual). We calculate the charge based on the number and type of seats in your account at start of ...

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What happens when I delete a user?

If you're an Admin of your organization, you can head to the Members page in settings to add/remove people from your team. If you remove a user, we do *not* delete any of that user's activity in Close.io - you...

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Two-factor authentication

Two-factor authentication (2FA) is a way of adding additional security on your account. 2FA requires you to enter an extra code when you log in or perform some account-sensitive action (e.g. changing your passw...

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How to reset your password

Open your browser and go to https://app.close.io/forgot/ You may need to select "Web Version" below if you've never made that selection previously: Enter the email address associated with your Close.io acco...

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User roles and permissions

Roles determine which actions and changes each user can do in Close.io. Close.io will add 4 roles to your organization that you cannot edit or delete: Admin, Super User, User and Restricted User. These cover th...

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EU Data Privacy and GDPR

We're committed to serving our European customers and are happy to comply with the General Data Protection Regulation (GDPR). You may review and sign our Data Processing Agreement and Standard Contractual Cla...

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Can certain leads be private or visible to only certain users?

Close.io does not currently have a way to completely hide certain leads for certain salespeople. However, you can set up User Roles to limit users' ability to delete leads or edit/delete other users' activities...

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How do I create parent/child hierarchy?

For many sales organizations, it can be strategically important to relate accounts together by a parent, or master account, and the child accounts that are associated underneath it. Whether you work with franch...

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