What should I check before moving customer records to another CRM?
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Check what you can export, what the new tool can accept, and what your team must still be able to find afterward. Contacts alone may not include the notes, attachments, history, or relationships that make the records useful.
Test a small, representative sample before a full move. Compare what left the old system with what arrived, decide how duplicates will be handled, and keep a recoverable copy. Separate choosing new software from proving that the records can move successfully.
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