What is a Record?

Defining a record in MigrateMyCRM terminology

By "record," we refer to any individual entry such as a contact, note, account, lead, opportunity, task, activity, or attachment.

For instance, if you have a single contact accompanied by ten notes, this would total eleven distinct records.

For example:

Your current CRM has:

• 1 account
• 2 tasks
• 3 emails
• 2 notes

In summary, you have 1 account + 2 tasks + 3 emails + 2 notes = 8 records