1. Where are we migrating the deals from?

  2. Lists: Should we create lists or any other segmentation?
    If yes, please let us know the specifications.

  3. Properties: What custom properties should we create?

  4. Sales stages: What are the sales stages we should create and what percentage do you want to assign to each?

  5. Sales pipeline: On which sales stage should we accommodate the deals migrated? 

  6. Associations: Are there deals associated with contacts or companies? 

  7. Data clean up: Would you like us to review and clean up the CSV file before importing it?

    Note: We highly recommend cleaning the data before importing it into the system (contacts without email addresses, phone numbers format, contacts without a name could be unuseful, etc). 

  8. Activity data: Should activity and historical data (emails, tasks, notes, etc) be migrated?

    Note: If yes, be aware that this can't be done via CSV to HubSpot, therefore, we will need to migrate activity data with a 3rd party. The one we recommend is Trujay.

OTF will help you with organising the CSV files by cleaning the data, identifying duplicates and mapping the properties.
Our team is not in the capacity of working on a third party platform or adjusting/modifying data there. We will take care