Close
Update Close with meeting notes, tasks, and contact activity.
Connecting Close to Quin keeps your leads and contacts current after every meeting or conversation. Quin logs notes to the right lead record, creates follow-up tasks, updates opportunities, and answers questions about your pipeline — without manual data entry.
What you can do:
- Automatically log meeting notes and conversation summaries to lead records
- Create and update tasks on leads with due dates and assignees
- Search leads and contacts by name, email, or company
- Create new leads and contacts directly from chat
- Update opportunity status and details across active, won, and lost deals
- Ask Quin questions about any lead or deal in your pipeline
