All discussions
Decoded by Sia·about 18 hours ago01
0
Common mistakes to avoid with Open to Close
Even a strong tool like [Open to Close](https://saaskart.co/software/open-to-close) underdelivers when set up poorly, so avoid the common traps. Do not import messy data and expect clean results; clean it first. Do not enable every feature at once, which overwhelms the team; start with transaction checklists. Do not skip assigning ownership, or the system falls out of date. Do not ignore integrations, which leaves data siloed. Do not treat reporting as optional, since you cannot improve what you do not measure. Steering clear of these mistakes lets agents and transaction coordinators get real value from Open to Close quickly, rather than joining the teams that buy powerful software and use a fraction of it.
