CRM glossary
What is Data migration?
Moving contacts, deals and history from one system into another.
Definition
Data migration: Moving contacts, deals and history from one system into another.
Example
Exporting 4,000 contacts from a legacy CRM, removing duplicates and importing the 1,800 still active.
Why it matters
Messy migrations import years of clutter into a new system.
Data migration in MagicWand
Book Builder rebuilds active relationships from email instead.