In the spirit of being as open as possible and giving you complete freedom over your own data, we improved the exporting capabilities of Close.
Here’s the gist of what you can do:
- Export leads, contacts, or opportunities from the Leads Search page
- Export opportunities from the Opportunities page, using more granular filters
- Schedule an export via the API (see the Close API Documentation for more information)
- Choose the fields you want to export and include activities in your Leads JSON export (only available via the API. UI tools coming soon.)
Also, instead of looking at your browser’s spinning wheel, waiting for the export to generate, you will now be emailed a link to the generated file as soon as it’s available. Finally, we bumped up the limit of exported leads to 1 million!