Last Updated: 09/26/23
Applies to:
Close.io CRM users.
Common Causes / Issues:
Lack of a specific record owner field in Close.io CRM.
Solutions Overview:
To address the absence of a specific record owner field in Close.io CRM, we rely on the "updated by" field to establish ownership during the process of data migration into your new CRM system.
Tactical Rundown:
Please keep in mind that this information relates only to Leads, Contacts.
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Utilizing the "Updated By" Field: Instead of a dedicated ownership field, Close.io CRM offers an "updated by" field that captures the user who last made changes to a record. We leverage this field to establish ownership.
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Data migration into your new CRM: When migrating your data to a new CRM, you can map the "updated by" field to the record owner field in the target CRM. This ensures that ownership information is retained during the transition.
- Tracking Ownership Changes: Continuously monitor the "updated by" field to track any changes in ownership. When a user updates a record, their name will appear in this field, indicating the current owner.
Still Need Help?
Please submit an inquiry on the contact page or email support@trujay.com