For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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  • Getting Started
    • Introduction
    • Authentication with API Keys
    • Authentication with OAuth
    • API Clients
    • Pagination
    • Specifying Fields
    • Filter Parameters
    • HTTP Response Codes
    • Rate Limits
    • Timezone Offsets
    • Rich Text Fields
    • Changelog
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    • Lead Merges
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  • Events & Webhooks
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  • Search & Reporting
    • Advanced Filtering
    • Smart Views
      • GETList Smart Views
      • POSTCreate a Smart View
      • GETGet a single Smart View
      • PUTUpdate a Smart View
      • DELDelete a Smart View
    • Reporting
  • Automation & Bulk Actions
    • Sequences (Workflows)
    • Bulk Actions
    • Exports
    • AI Field Enrichment
  • CRM Configuration
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    • Custom Activity Types
    • Custom Object Types
    • Pipelines
    • Opportunity Statuses
    • Lead Statuses
    • Integration Links
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  • Communication Configuration
    • Email Templates
    • SMS Templates
    • Outcomes
    • Playbooks
    • Scheduling Links Guide
    • Scheduling Links
    • Connected Accounts
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    • Unsubscribed Emails
    • Phone Numbers
    • Blocked Phone Numbers
    • Dialers
  • Users & Organizations
    • Users
    • Organizations
    • Memberships
    • Roles
    • Groups
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Search & Reporting

Smart Views

Smart Views are "saved search queries" in Close and show up in the sidebar in the UI.
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Smart Views are “saved search queries” in Close and show up in the sidebar in the UI. They can be private for a user or shared with an entire Organization.

Smart Views can filter by leads or contacts.

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