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      How Record Owners Are Migrated from Close.io CRM

      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.

      • 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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