If you are scheduling a data migration planning meeting, here are a few things we will discuss:
What CRM will you be migrating from?
How many users will be active in Wealthbox?
Does the data that will be migrated into Wealthbox include “Legacy” users who will not be active in Wealthbox (eg. notes and activities created by past users)?
Will your data require visibility restrictions to prevent users from seeing specific data?
Do you have user roles that will need to be created and associated with data? (Client service rep, primary and secondary advisors, etc)
Will you require multiple workspaces?
Will all data need to be imported into a single workspace or will you need the data to be divided into multiple workspaces based on specific criteria?
Do you have specific criteria requests, concerns, or questions for our migration specialists?