1. The 48-Hour Cutover Timeline
Friday 6 PM: Freeze Excel edits → Saturday AM: Run CSV upload wizard → Saturday PM: Configure team access roles → Sunday: Test call webhooks & WhatsApp API → Monday 9 AM: Team live on CRM.
Frequently Asked Questions
Common questions regarding step-by-step guide: migrating 10,000+ property leads to crm without chaos
Q:Will historical call notes and visit histories be preserved?
Yes, CSV imports allow mapping historical text notes into the lead's timeline activity record.
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