Improvement
We made two updates to make importing and managing your data in Close more seamless.
Importing Opportunities
You can now create or update opportunities using the importer, making it easier than ever to manage your sales pipeline.
Importing opportunities follows the same familiar flow as importing leads or contacts. Simply map the necessary fields during the import process, and Close takes care of the rest.
Error Handling
We've made it simpler to address import errors. The importer's pre-validation now checks for issues across all field types, including text, number, and date fields.
During the field assignment step, Close automatically identifies errors and provides the option to fix them directly within the review modal. There's no need to edit your spreadsheet or start over. Simply make corrections on the spot and continue with the import.
