When your Demo migration to Vtiger CRM is complete, you should follow next steps in order to check the results:
- Check out which of your CRM modules migrated to Vtiger (due to the fact that during Demo only limited part of data with relations will be moved) here:
- Then, log in to both CRM platforms
- To check if your Contacts migrated correctly go:
- In present CRM (here - Bitrix24) to 1)CRM menu on the left panel; 2)Contacts on the upper section
- In future CRM (Vtiger) to Contacts > Contacts List as it is shown on a screenshot below
There you will find the moved items:
If you want to see how Trujay migrates custom data, no-default modules, or need deeper mapping, please fill in the request.