Description
Ready to bring your leads, contacts, and opportunities into Close? 📥
In this video, you’ll learn how to import your data into Close CRM — so you can start selling faster with all your customer information in one place.
We’ll cover:
✅ How to prepare your CSV file for import
✅ Mapping fields to match your data in Close
✅ Checking for duplicates and cleaning up records
✅ Tips for a smooth migration from another CRM
Whether you’re switching from another system or just getting started, importing your data is the first step to building a clean, actionable CRM.
🔗 Try Close free for 14 days: https://app.close.com/signup/
📘 Learn more: https://help.close.com/