Can I structure my CRM data internally? That is, migrate my data within my current platform?

  1. Home
  2. Knowledge Base
  3. Migration Insurance
  4. Can I structure my CRM data internally? That is, migrate my data within my current platform?

Yes, you can migrate and structure your data within your current CRM solution.

For example, let’s say you use Salesforce CRM and you want to structure a part of your data in there. Perhaps you’re trying to bulk update accounts data, change phone number types for all your users, or change leads statuses, assign new notes to contacts or leads. Whatever the scenario may be, Trujay can make it happen. Our support team is always ready to help you with any of the tasks mentioned above (and more).

Was this article helpful?

Related Articles