F.A.Q's

Frequently Asked Questions

Richard Miles avatar Laura Betterly avatar Gustavo avatar
48 articles in this collection
Written by Richard Miles, Laura Betterly, and Gustavo
General Questions

How to add additional fields for my contacts

Gustavo avatar
Written by Gustavo
Updated over a week ago

Can I Make Calls Through my CLOSEM Assigned Phone Number?

Gustavo avatar
Written by Gustavo
Updated over a week ago

Is there a mobile app available for CLOSEM?

Gustavo avatar
Written by Gustavo
Updated over a week ago

Can I setup a phone forwarding in CLOSEM?

Gustavo avatar
Written by Gustavo
Updated over a week ago

Can I give my CLOSEM phone number out?

Gustavo avatar
Written by Gustavo
Updated over a week ago

Will my credits expire?

Gustavo avatar
Written by Gustavo
Updated over a week ago

What is included in the price of the postcards?

Gustavo avatar
Written by Gustavo
Updated over a week ago

Am I able to automatically add leads from a facebook ads campaign into CLOSEM?

Gustavo avatar
Written by Gustavo
Updated over a week ago

What does the little phone icon mean next to my reports?

Gustavo avatar
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?

Gustavo avatar
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

Gustavo avatar
Written by Gustavo
Updated over a week ago

Are you HIPAA compliant?

Gustavo avatar
Written by Gustavo
Updated over a week ago

I'm trying to select a phone number but no phone numbers pop up

Gustavo avatar
Written by Gustavo
Updated over a week ago

Can I work with more than one brand?

Gustavo avatar
Written by Gustavo
Updated over a week ago

Can leads be assigned to different users?

Gustavo avatar
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.

Gustavo avatar
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?
Richard Miles avatar
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?

Richard Miles avatar
Written by Richard Miles
Updated over a week ago

Does CLOSEM come with a phone number or do I need to use my own?

Richard Miles avatar
Written by Richard Miles
Updated over a week ago

Do you need an external account to send SMS?

SMS,
Richard Miles avatar
Written by Richard Miles
Updated over a week ago

Does CLOSEM work worldwide?

service areas
Richard Miles avatar
Written by Richard Miles
Updated over a week ago

Is CLOSEM a CRM?

CRM
Richard Miles avatar
Written by Richard Miles
Updated over a week ago

How can I see the video tour again?

Training / initial video tour
Laura Betterly avatar
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
Richard Miles avatar
Written by Richard Miles
Updated over a week ago

Does CLOSEM only work after I've made contact with someone?

leads, contacts, prospecting
Richard Miles avatar
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
Richard Miles avatar
Written by Richard Miles
Updated over a week ago
Messaging

Where can I see if my contacts opened my email?

Gustavo avatar
Written by Gustavo
Updated over a week ago

Validations

Richard Miles avatar
Written by Richard Miles
Updated over a week ago

Can people text me back through the Closem system?

Gustavo avatar
Written by Gustavo
Updated over a week ago

Can attachments be sent via the email function?

Gustavo avatar
Written by Gustavo
Updated over a week ago

Can I connect a gmail or microsoft email to my account?

Gustavo avatar
Written by Gustavo
Updated over a week ago

How deliverable are the emails that we send through CLOSEM?

Gustavo avatar
Written by Gustavo
Updated over a week ago

Can I embed a video code in my campaign email?

Gustavo avatar
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?

Gustavo avatar
Written by Gustavo
Updated over a week ago

Where are email replies archived?

email messaging
Richard Miles avatar
Written by Richard Miles
Updated over a week ago

How are email messages archived?

email messaging
Richard Miles avatar
Written by Richard Miles
Updated over a week ago

Viewing sent SMS messages and replies

SMS messages / texting / conversations
Richard Miles avatar
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
Richard Miles avatar
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
Richard Miles avatar
Written by Richard Miles
Updated over a week ago