How to Make the Lead Have a Contact Name in Close.io

The "Leads" module in Close.io is designed for LinkedIn companies.

By default, it uses the company name as the Lead name. However, this behaviour can be changed to use the contact's name instead. Follow the steps below:

1. Options Page - Parsing Options
   Navigate to the Options page and go to Parsing Options.
   Under the "Contacts" module, unmap the "Organisation" LinkedIn field from the "Lead" field and ensure the "Lead" field is empty.

2. Check Parsing Settings
   Open Parsing Settings and confirm that the option "If there is no Lead selected, create one using the name of the Contact" is checked.

3. Refresh LinkedIn
   

After completing these steps, when creating a contact like "Bill Gates," the Lead name will also be saved as "Bill Gates" instead of "Bill & Melinda Gates Foundation."

Updated on: 20/11/2024