Close gives you an overview of all your sales activities. Emails, calls, voicemails, tasks and reminders are automatically organized so that you always know what’s going on and what you should do next. With Glances, you can view lead activities, opportunities, and tasks as well as tasks and activities for you and your teammates.
When connecting Close within Glances, you will:
- From your account glances.com, click Connect on the Close app tile. (If you don't see the Close tile, you can quickly add it by clicking + under My Apps.)
- Enter your API key which can be found using the steps below:
- In your Close account, navigate to Settings
- Under the Integrations section, generate a new API key
- Click Connect
Once connected, you can search for Close data within the Glances widget. To make changes to the data that displays, you can edit your Glances at any time.