In order to count your Capsule CRM records, you should proceed with the following steps:
Go to your Capsule CRM dashboard and choose the module you want to count. For example, to know a number of people in your system. Press ‘People and Organizations’ button. All people and organizations you obtain will be seen on the screen. Next, click ‘List’.
2. In drop-down box choose ‘All People’ option. Underneath, you are able to see a desired amount of records.
After that you should count the rest of your data following the same steps. Try out Trujay calculator to estimate the price of your data migration.
More questions are coming up?
Feel free to contact our support team.
