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Categories Accounts & Contacts
Created by Ellen Knowles
Created on Jan 16, 2025

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Merging CRM instances with another customer Merged

  • Merging

    • I'm merging with another company on Mar CRM. I'm told my reps activity/notes will not map over to the other instance. This means we will lose all of our important data. We also bonus our reps based on their documentation. I haven't told them yet bc they are going to be really upset.