Close

What a member can do

• Search leads, contacts, opportunities, tasks and activities such as calls, emails and SMS.
• Create and update leads, contacts, opportunities, tasks and notes.
• Draft emails on a lead. It cannot send email or SMS: drafts are left for a person to send.
• Run activity reports, such as emails sent or calls per user.
• Delete records, merge leads and schedule calls, only at the destructive access level.

Each task names the Close tools it may call. close on a task means every tool the Close server offers; a name such as close.<tool> means that tool alone. A tool the task does not name is refused, whatever the connection allows.

Who connects it

A Close connection acts as the Close account that signed in when it was connected. It can do what that account can do, and no more.

Anyone who may change tools in your enterprise can connect Close for a member or a team. Connecting it for the whole enterprise is for the owner, and the people the owner allows.

A connection can sit on the enterprise, a team, a member, a role or a task, and the one further down replaces the one above: task, then role, then member, then team, then enterprise. A connection on anything but a task also reaches the chat of every member it covers.

What waits for you

In a run, nothing on Close waits for you unless the task declares a gate on it. To approve each change before it happens, gate the tools that change something on the task. See Gates and tool scopes.

In a chat, a Close tool that its server does not mark as read-only asks you before it runs, unless you chose Always allow for that member and tool.

Setup

Before you connect

Close offers three access levels: read only, read and write, and a destructive level that also allows deletes, merges and scheduled calls.

Connect it

Close is an Express tool, so there is no server address, key or app to set up. Work in one browser window throughout: the sign-in returns to the portal in the window you started from.

1. In the portal, open the member's page → Tools. To connect it for a team or the whole enterprise, open Tools in the sidebar.
2. Under Express, find Close and choose Connect. On the Tools page you are asked who uses it: one member, a team or the whole enterprise.
3. Close's sign-in opens. Sign in with the account the member should work as, and approve what it asks for.
4. You are back on Tools, and Close shows as connected.
5. Name the tools on the task, close for all of them or each by name.
6. Check it. Run a task that reads something from Close. The run page shows the call and what came back.

You can take the access back at any time: delete the connection on Tools, or remove Zero Human OS from the connected apps in your Close account.

A first task to try

With Close connected, give a member a task that uses it. For example:

Each morning, list the leads with no activity in seven days and draft a follow-up email on each for a person to send.

Start this task in the portal. It opens a conversation with your COO with the request written out. Read it, change what you like and send it. The COO asks what it still needs to know, then proposes the task for you to approve: its name, who owns it, its guardrails, the Close tools it may use and its instructions. Nothing is created until you approve it.