• How to export workflow

    Hi all, I would like to export a workflow from a test CRM site and import it in a live CRM site, is there any way to export and import it instead of creating it again? Thank you.
  • Making a report for data upload

    Hi. We're migrating data across two CRM systems (one live, and one brand new with no data) where database backup and restore is not possible. We've decided the best way to do this is by the data upload feature of CRM. The issue is that there is no way…