How Trujay handles the migration of relations in PipelineDeals system?

Last Updated: 04/13/23

Applies to:

PipelineDeals CRM users, doing data migration.

Solutions Overview:

Information about the relations, which can be migrated for PipelineDeals CRM.

Tactical Rundown:

You can transfer the following PipelineDeals relations by using Trujay:

Lead: Owner

Task: Associate to, Assigned, Responsible

Opportunity: Company, Owner.


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