Migration of deals and company URL
3 weeks ago
I am working to migrate deals from a different CRM. My understanding from a migration support phone call is that deals are associated with contacts and companies via the URL of the company web address and then email domain of the contacts.
If this is correct, it's curious that "URL" or "Company URL" is not a column option during the deals import process.
So, how are specific deals associated with specific companies and contacts during the import process?