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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.