Action requested: Bulk Import
Hi Jon, I noticed you haven’t started your Bulk Import in Close.io yet. Would like some help with that?
Once you have imported your CRM contacts, historical email conversations from up to 2 years ago will appear (it’s magical). When you send an email from Close.io or your regular email application, it will automatically get tracked in Close.io and your regular email application. When you get a reply, it will also appear in Close.io.
Your Business plan trial has unlimited calling minutes globally, which means you can call any of your contacts with one click.
Start your import right now by going to top right corner: your name > Bulk Import.