| Table of Contents |
|---|
...
With Template Upgrade, Organizations can now upgrade existing templates with newly created data and events, while still keeping all or some of the existing data.
Before You Start - Important!
| Note |
|---|
Important! |
Data that needs to be retained in current Opportunity ClosePlans must be mapped to synchronize the |
new Template with the old |
Template. Failure to correctly map data will result in the loss of data! |
We strongly recommend testing an upgrade of one test Opportunity ClosePlan to ensure your settings are correct and all data migrates successfully.
You will receive an email when the upgrade is complete.
...
Check that all data has migrated correctly.
Data that is lost cannot be recovered.
Upgrading a Template
Make sure the Target (new) Template is ready for upgrade and is in Active mode.
Go to Import / Export and select the Source Template (the current Template), and the Target Template (the new template to which you will upgrade)
Click the Upgrade button
...