Deals - Data migration (CSV or 3rd party)

  1. Where are we migrating the deals from?

  2. Do you need us to create lists or any other segmentation? If yes, please let us know the specifications. 

  3. Should we create any custom properties? 

  4. Do we need to build the sales stages?

  5. Can you please indicate in which stage should we add the different deals?

  6. Are there Contacts associated with contacts or Companies? 

  7. 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)

  8. Is there any historic data, notes, email history that you need us to migrate?