1) Will take a clone from Freshsales classic and move to freshsales suite
2) Within Freshsales Suite, there is no leads module. Instead, everything that is marked as leads will be moved to contacts.
3) All other info will be moved as per. Workflows etc
4) Domain name will change from Freshsales to freshsales suite - tern bit will still be the same
After migration when the account is set up. we will nee to re-set up the email addresses so that emails are linking through to the new freshsales suite.
Migration will start on [X] day. Migration will take 2-3 days.
To clarify
TBC what we use the lads on Freshsales for. Where there are possible fields, these will be mapped and new columns created for the leads.
Data that will not be transferred
CPQ - We don’t use
Classic reports - Will have to re-create these reports. We will still have access to the Freshsales classic for 20 days post migration.
APIs - These will need to be re-intergrated in Suite
Freshdesk / Freshcaller - To check if we use Freshmarketer account. WIll be created fresh in a suite account