A Profile Transfer is done under specific circumstances when you need profiles from one organisation/ business entity on Trail to be transferred to another.
This comprises of all data relating to the specified Profiles moving from the "Original" organisation (the one the data is being transferred from) to the "Target" organisation (the one the data is being moved to).
As part of this kind of transfer, read on to find what data elements are included, the cost and timeframe. We'll also need you to specify some information for us prior - e.g. if there are Opportunities included in the profiles, then we'll need to know how to match discrepencies in Pipeline stage names.
Cost
Generally $150/hr +GST
Timeframe
Usually within the week.
Pipeline Stages for Opportunities
What we'll need from you if there are Opportunities existing on the Profiles to be transferred:
If the Pipeline stage names match between the Original and Target Organisations, then we won't need further information.
If the Pipeline stage names do not match between the Original and Target Organisations, we'll need you to specify how to match these discrepencies.
E.g. if an opportunity was sitting in "new lead" stage in the original org then what is the equivalent of that stage in the target org where the stage name is different?
Content
What data elements are included
Emails
Activities
Notes
Notifications
Files
Opportunities
Mortgage Applications
Investment Applications
Insurance Applications
Complaints
What data elements are NOT included
Profile Tags are not included in the transfer
Further Considerations for Transfer
Please let the team know if you wanted to include the following in your Profile Transfer:
Pinned Note to transfered profiles to indicate transfer eg. "Previously - John Doe Clients"
Retain a copy of all transferred profiles in the original organisation
Transferred profiles to be archived after the transfer