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Calling & Auto Diallers

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Making/Logging Calls

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How to make a call from Close

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This feature would be used when calling someone directly from Close, using a number registered within the program.


Navigate to the customer’s Lead page.
Click the Call button at the top of the page.
The phone will begin ringing until the customer answers or it goes to voicemail
Leave notes about the call in the Call Activity that appears.
If there is no answer, you can also leave a voicemail message.
If you leave a voicemail message, please mention that in the notes.
Click Done when you are finished.

How to log a call in Close

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This feature would be used if you call someone from an external phone number not registered within Close.

Navigate to the customer’s Lead page in Close.
Click the dropdown arrow next to the Call button.
Click Log a call
Type in any notes about what happened on the call.
In the bottom left hand corner of the call activity, select which contact you called and enter the length of the call.
Click Done when you are finished.

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