Everything you need to run CloseUp.
Help center
Step-by-step guides for agents, managers and admins.
Browse guidesIntegration setup
Web push, YouTube, ManyChat, paid booking and personal AI agents.
Set up an integrationDevelopers
Public API, lead webhooks, website forms and the WordPress plugin.
Read the referencesTrust
Security, sub-processors and the data lifecycle.
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All guidesPopular questions
- The system logged me out on its own. Why?
For security, after about 30 minutes with no activity you're signed out. A minute before, a "Your session is about to end" window appears — click Keep working to stay. Each sign-in also lasts at most 12 hours.
- I don't see an item my colleague sees.
The menu follows your role. For example, reps don't see the Management dashboard or Campaigns. Need access? Ask your company admin.
- How will I know a new lead arrived while I'm elsewhere?
A pop-up appears: "New lead in list: ..." with Open. You can also turn on phone alerts — see Phone & desktop alerts.
- A pop-up asked "Move to next lead?" — what's that?
After you finish with a lead, the system offers to jump straight to the next urgent one. Click Go.
- Can I add a lead without a phone?
Yes, if there's an email. One of the two is required.
- A lead link says "Lead not found or no access".
It belongs to another rep or a team you can't see. Ask a manager to assign it to you.