My company uses SuiteCRM but, we decided to transfer to a new CRM system that integrates with our inventory easier. (got a lot of love for SuiteCRM though!!)
I’m the one that frequently uses our CRM for keeping track of leads, I try and keep notes on my leads and our touchpoints through the history subpanel. (Honestly, not sure if that was how I should’ve been doing it, but here we are)
I’ve been able to find some very helpful resources on exporting our leads but I noticed that the resulting file never includes information from the history subpanel.
Is there a way to export information from the history subpanel?
Or if I could even get the info to just transfer into the description or status notes then export?
OR if I could just get the info from the history subpanel onto a CSV, given that it has the lead name, I could copy and paste that info into the new system?
Or does this sound like something that I’ll have to do manually?
Not sure how to go about this.
Any help is much appreciated. Thank you!