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Where are we migrating the deals from?
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Do you need us to create lists or any other segmentation? If yes, please let us know the specifications.
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Should we create any custom properties?
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Do we need to build the sales stages?
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Can you please indicate in which stage should we add the different deals?
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Are there Contacts associated with contacts or Companies?
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We highly recommend cleaning the data before import it into the system (contacts without email addresses, phone numbers format, contacts without a name could be unuseful)
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Is there any historic data, notes, email history that you need us to migrate?