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importing data from other CRM software

currently our organization uses salesforce and has used it for the last 10 years. if we were to transition to WA, it would be invaluable to be able to bring that information over. i don't know what the export file looks like, but i imagine there are many transaction details for each member, as well as renewal information, and notes.

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    annshiannshi shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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