It is only in adventure that some people succeed in knowing themselves – in finding themselves.
Moving users from one CRM online instance to another CRM online instance can involve many tasks and one of the key tasks is setting up the users with the correct security roles. This article looks at a recent experience I had moving users from one CRM online instance to another.
Related Hosk CRM blog posts
Here are some other blog posts I have recently written around setting up a CRM environment and moving data between them.
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