"Replace" an existing version of CRM

"Replace" an existing version of CRM

Hi all,

I have a question, I saw an article about this once, but I now cannot find it. I am working with a client who has had their CRM in Zoho One built and extensively modified. But it is non-functional now, and rather than try and unpick the system, I am doing a NEW parallel build, making sure the data is good, and am then looking to "replace" the existing CRM in Zoho One with the new one. Has anyone done this before, and if you have, do you have a link to any documentation on it?

Thanks,

Clint


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