How to check out the results of Demo Migration to Highrise?

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When the Demo Migration to your new Highrise is complete, please proceed with the following actions:

  • Log into your Highrise CRM
  • Start reviewing the migration results from the ‘Contacts’ modules. Highrise Contacts module includes both people and organizations.

Highrise: Check out Contact Module

  • Look through all the contact information: email, phone number, related deals, tasks, and notes.

Checking Highrise Demo Results - Contacts

The Contact should have the relation to the corresponding Account(s)Opportunities/Deals and Activities respectfully.

 

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