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Possibility to transfer data from personal to corporate account?
Hi all,
over the weekend I urgently need to scan the business cards from a trade fair two weeks again. Actually, I’ve got an account from my company in order to upload data to the common CRM tool. However, I should have logged in before as it shows me that the corporate key is expired since a week. Fact is that I need to have them uploaded by Monday morning so I am wondering whether I could just upload them via a personal plan and transfer them later to the common database. Does anyone here now whether this is possible? Other suggestions are also welcome!
Many thanks in advance and best regards,
Sandra
Hi sandra,
You can transfer your account into your personal plan and export and import into your official login of CRM instance.
How many accounts do you want to transfer into personal and is it fine for your customer to have their data in your personal plan?
Regards,
Thangamani
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