Hello Everyone,
We have been using CRM for several years now, through the years there have been a number of add-ons, extensions, custom fields, etc that have been added and (attempted to be) removed. We have recently purchased another company and will be tripling the number of users on the system. Given various "quirks" that still exist and the difficulty in solving them what I would like to do is essentially start from scratch with an out of the box CRM. That being said I want to preserve the raw data that is in our existing system to use for re-import into the "blank" CRM. Are there any guides on how to best accomplish these tasks?
Thank You,
Dave