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OLukavetska
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Member since ‎Dec 14, 2017
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OLukavetska
Contributor
November 12, 2018
Reply to Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)
Hey, Try to do the backups to CSV or Excel automatically using Data2CRM service. Get in touch with experts to get more information. Cheers
OLukavetska
Contributor
August 03, 2018
Reply to Data import: associating Contacts with Companies
Hello @rc1 , Take a look at Data2CRM migration service. The SaaS can help you to transfer all the data you need using the mode that will suit yo...read more
OLukavetska
Contributor
July 12, 2018
Reply to Importing Company Data with activity timestamps
OLukavetska
Contributor
July 03, 2018
Reply to How to attach email to a deal?
Hi, Let me clarify one point. Do you mean that there are contacts, emails, deals (as well as other modules) on the current CRM, and the contacts h...read more
OLukavetska
Contributor
June 06, 2018
Reply to How to import conversation histories and add/attach them to Companies' or Contacts' timelines?
Hi JonAbt , In case the question is still relevant, I suggest you take benefits of the service for an automated data migration Data2CRM . Our ...read more
OLukavetska
Contributor
June 01, 2018
Reply to Migrating from Insightly
Hi, I'm sure that you have performed your Data migration. However, I'd like to drop here my reply in case someone will have the similar question ...read more
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