How to check out the results of Demo Migration to Insightly

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Right after Demo Migration is complete, it’s high time to check out the results following these steps:

  1. Log into your new Insightly CRM
  2. After that, you should start looking through the results from the ‘Contact’ module. Insightly Contacts 
  3. Check out how Data2CRM migrated Contact details, make sure there are requered relations with other modules (e.g. organization). Also, check out transferred notes, tasks.

Insightly Details

In case, you need more sophisticated Demo Migration that should include custom data, fields, or modules, please fill in the request.

 

 

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