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Onboarding From Another CRM | Start Here

This article details the process of onboarding from another CRM. From transferring Contacts to adding Templates. Let's move over to 17hats.

Tabor avatar
Written by Tabor
Updated over 2 weeks ago

Outlined below is the recommended process for moving from your current CRM over to 17hats.

Step 1) Set up your new 17hats Account

When it comes to transferring to 17hats, it's often best to have a fresh start. Simply click the "Step 1" button below to learn how to navigate 17hats, build a Lead Capture Form, set up the back-end, and more!


​Step 2) Moving your Clients to 17hats

Now that the basics of your 17hats are set up, let's move the Contacts over from your previous CRM! Every CRM is different regarding how to remove data and what is available for removal, but fortunately 17hats has optimized the process of adding in your Contacts. Click the "Step 2" button below to get started!


​Step 3) Moving your Templates to 17hats

Templates are the backbone of efficiency, and in this step, we'll dive into how you can transfer your templates over to 17hats! Follow the "Step 3" button below to learn how to transfer emails, Quotes, Contracts, Invoices, and even Questionnaires!

Step 4) Setting up Advanced Features

Now that your templates are in place within 17hats, you have the opportunity to take advantage of the incredible features that make 17hats the BEST platform for growing your business. Simply click the "Step 4" button below to learn more about the advanced features within 17hats!

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