The existing CRM data can be sent by using the WorkSpan integration functionality. WorkSpan can help you with the setup based on your custom requirements. You can connect your CRM for seamless flow or use the export and load it into WorkSpan. The estimated time varies depending on the requirements, data & configuration. Please reach out to us for more information.
Articles in this section
- How do I schedule email reports for my team and partners’ teams?
- What is the estimated time and process involved to transfer existing data from the current CRM system into WorkSpan?
- How can I get client credentials for WorkSpan for OAuth2.0?
- How to create a new user in WorkSpan?
- How do I use the latest version of WorkSpan?
- How do I collaborate with people in my network?
- How do I toggle between a list view and a table view in WorkSpan?
- How can I invite more users?
- Why can I not see an email from WorkSpan in my inbox?
- What is the difference between sharing modes and access levels in WorkSpan?