Migrating from Insightly Classic to the New Version
Hello,
I am a big fan of Insightly and I am ready to migrate away from Insightly Classic. When I update to the new version of Insightly, will all of my years worth of custom fields, notes, tags, pipelines and activity sets all transfer over with ease? or will I have to set EVERYTHING back up again?
Once I click the button "Switch your team to the new Insightly User Experience. Learn more." I won't be able to go back and I need to know if I am in for an easy transition, or a month or two of work before I am operational again?
Please help!
Thank you!!
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