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F.A.Q's
F.A.Q's
Frequently Asked Questions
48 articles in this collection
Written by
Richard Miles,
Laura Betterly,
and
Gustavo
General Questions
How to add additional fields for my contacts
Written by
Gustavo
Updated over a week ago
Can I Make Calls Through my CLOSEM Assigned Phone Number?
Written by
Gustavo
Updated over a week ago
Is there a mobile app available for CLOSEM?
Written by
Gustavo
Updated over a week ago
Can I setup a phone forwarding in CLOSEM?
Written by
Gustavo
Updated over a week ago
Can I give my CLOSEM phone number out?
Written by
Gustavo
Updated over a week ago
Will my credits expire?
Written by
Gustavo
Updated over a week ago
What is included in the price of the postcards?
Written by
Gustavo
Updated over a week ago
Am I able to automatically add leads from a facebook ads campaign into CLOSEM?
Written by
Gustavo
Updated over a week ago
What does the little phone icon mean next to my reports?
Written by
Gustavo
Updated over a week ago
Is there a way to allow a user (an admin/VA type) access to CLOSEM academy so they can learn how to best use the platform?
Written by
Gustavo
Updated over a week ago
I uploaded a csv list, but I am having a hard time adding a tag to the entire list
Written by
Gustavo
Updated over a week ago
Are you HIPAA compliant?
Written by
Gustavo
Updated over a week ago
I'm trying to select a phone number but no phone numbers pop up
Written by
Gustavo
Updated over a week ago
Can I work with more than one brand?
Written by
Gustavo
Updated over a week ago
Can leads be assigned to different users?
Written by
Gustavo
Updated over a week ago
I am just confused with the names CLOSEM and CLOSEM CRM+. I thought CLOSEM CRM+ has more features than just CLOSEM.
Written by
Gustavo
Updated over a week ago
Why do you ask me to choose my area code but there are no phone numbers available?
Can't find a phone number?
Written by
Richard Miles
Updated over a week ago
Are all the SMS credits in CLOSEM part of the monthly subscription, or do I need to do some additional setup?
Written by
Richard Miles
Updated over a week ago
Does CLOSEM come with a phone number or do I need to use my own?
Written by
Richard Miles
Updated over a week ago
Do you need an external account to send SMS?
SMS,
Written by
Richard Miles
Updated over a week ago
Does CLOSEM work worldwide?
service areas
Written by
Richard Miles
Updated over a week ago
Is CLOSEM a CRM?
CRM
Written by
Richard Miles
Updated over a week ago
How can I see the video tour again?
Training / initial video tour
Written by
Laura Betterly
Updated over a week ago
Is this for existing customers I have in my contact list or new business as well. Finding cell phone numbers for decision makers is practically impossible.
B2B, decision makers, texting, prospecting
Written by
Richard Miles
Updated over a week ago
Does CLOSEM only work after I've made contact with someone?
leads, contacts, prospecting
Written by
Richard Miles
Updated over a week ago
Is there a way to keep track of a prospect and where they are in a given campaign?
campaigns, followup, prospects, reporting
Written by
Richard Miles
Updated over a week ago
Messaging
Where can I see if my contacts opened my email?
Written by
Gustavo
Updated over a week ago
Validations
Written by
Richard Miles
Updated over a week ago
Can people text me back through the Closem system?
Written by
Gustavo
Updated over a week ago
Can attachments be sent via the email function?
Written by
Gustavo
Updated over a week ago
Can I connect a gmail or microsoft email to my account?
Written by
Gustavo
Updated over a week ago
How deliverable are the emails that we send through CLOSEM?
Written by
Gustavo
Updated over a week ago
Can I embed a video code in my campaign email?
Written by
Gustavo
Updated over a week ago
Can we use our own SMTP like Amazon SES or KIRIM.EMAIL so it won't cut into our monthly's limit with CLOSEM?
Written by
Gustavo
Updated over a week ago
Where are email replies archived?
email messaging
Written by
Richard Miles
Updated over a week ago
How are email messages archived?
email messaging
Written by
Richard Miles
Updated over a week ago
Viewing sent SMS messages and replies
SMS messages / texting / conversations
Written by
Richard Miles
Updated over a week ago
Does CLOSEM actually SEND a Text to a prospect and also RECEIVES the response? Can I read the response on CLOSEM or the is response only seen on my cellphone?
texting, conversations, notices, cellphones
Written by
Richard Miles
Updated over a week ago
If a user deletes an email template, is there still an archive of that message?
email archiving
Written by
Richard Miles
Updated over a week ago
Account Management
In the unlimited plan with unlimited users, will each user have a dedicated phone number?
Written by
Gustavo
Updated over a week ago
So I can add users under my account and we'll all share my plan?
Written by
Gustavo
Updated over a week ago
I can't access to CLOSEM
Written by
Gustavo
Updated over a week ago
How do I change, cancel, pause my subscription or update my credit card info?
Billing
Written by
Laura Betterly
Updated over a week ago
Help! I've lost my password!
password recovery
Written by
Richard Miles
Updated over a week ago
Not-for-profit
Do you have a plan for not-for-profit organizations?
non-profits, NGO, NPO, discounts
Written by
Richard Miles
Updated over a week ago
Is CLOSEM good for fundraising?
fundraising, non-profits, social benefit
Written by
Richard Miles
Updated over a week ago
Integrations
API Docs (rev 1.22)
Connect CLOSEM to other software
Written by
Richard Miles
Updated over a week ago
Does CLOSEM integrate with Zapier?
Zapier, Integrations, API
Written by
Richard Miles
Updated over a week ago