Last Updated: 09/26/23
Close.io CRM users.
Common Causes / Issues:
Lack of a specific record owner field in Close.io CRM.
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.
Please keep in mind that this information relates only to Leads, Contacts.
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.
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.
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