Reviewing imported Customer data is an important step in confirming that your information transferred accurately and is ready for use. Whether your data was imported using a spreadsheet or migrated from another CoreBridge owned system, taking time to validate the results helps ensure records are complete, values are correct, and your system is set up as expected.
Reviewing Customer Data
Navigate to Sales / Companies.
Identify several of your most frequently recurring Customers or Companies and open their record by clicking their name.
1. Review the data, field by field.
Note: Review the imported records alongside the original source to confirm the details match exactly.
2. Click on one of the Contacts to open up the Contacts screen.
3. Review the data, field by field.
Note: Review the imported records alongside the original source to confirm the details match exactly.
