By default, we import Companies as Leads and Contacts as Contacts into Close.io. However, in cases where you have a Contact in your source CRM that does not have an associated Company, we create a Lead and a Contact from this record. This is because Close.io does not allow you to have a Contact without a parent Lead record.
Why Are Leads Created Automatically When Migrating into Close.io?
Written by Ashley Milne. Updated over a week ago
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