Who owns our CRM data, and can it be exported?

Created by Valerie VanBooven, Modified on Sat, 14 Nov at 3:38 PM by Valerie VanBooven

Your agency owns its underlying contact and lead data, which can be exported. Review the required export fields and format before transitioning, particularly for notes, tasks, activity, and pipeline history. ASN’s proprietary workflows, automations, customizations, and configuration are not transferable software assets.


This answer describes how Approved Senior Network generally works. Your written agreement defines your program's deliverables, access, responsibilities and terms.

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