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Lexi

8/05/2024

If you've made the decision to join Trail or the Kiwi Adviser Network, you may want to bring some data over from your previous CRM. Our team is dedicated to making this transition as smooth as possible 😄

Part 1: Gathering your Data

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We will ask you for a copy of the data from your previous CRM provider. This is most often provided to you in the format of one or more data set links with passwords attached to them.


These links will also frequently have a set expiry time to protect your information security, so it's important that you send us this as soon as you receive it.

If you've made the decision to join Trail or the Kiwi Adviser Network, you may want to bring some data over from your previous CRM. Our team is dedicated to making this transition as smooth as possible 😄

Part 1: Gathering your Data

www.youtube.com

We will ask you for a copy of the data from your previous CRM provider. This is most often provided to you in the format of one or more data set links with passwords attached to them.


These links will also frequently have a set expiry time to protect your information security, so it's important that you send us this as soon as you receive it.

If you've made the decision to join Trail or the Kiwi Adviser Network, you may want to bring some data over from your previous CRM. Our team is dedicated to making this transition as smooth as possible 😄

Part 1: Gathering your Data

www.youtube.com

We will ask you for a copy of the data from your previous CRM provider. This is most often provided to you in the format of one or more data set links with passwords attached to them.


These links will also frequently have a set expiry time to protect your information security, so it's important that you send us this as soon as you receive it.