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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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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Multiple organizations

Close.io allows for a single user account to exist in one or more organizations. Organizations are completely isolated -- no information about leads, emails, phone calls, or settings are shared; leads cannot b...

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User roles

There are two different "roles" in Close.io. Each member of an organization/company will fall into one of them: Users Admins Users can do everything that Admins can do in Close.io, except for the fo...

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EU data privacy

We're committed to serving our European customers and are happy to offer model contract clauses as a way of meeting the adequacy and security requirements of the European Parliament and Council of the European ...

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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" or "block access" to certain leads for certain salespeople, aside from having Multiple Organizations. Close.io is designed to make it possible for al...

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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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