Easily Copy Data From one sales context to Another

Stay on top of the carbon footprint of data you create with a new ability to “Copy Data From” available within your Sales Projects. 

How is this different than a good old fashioned merge, you ask? So glad you asked. “Copy Data From” allows you to choose what information you would like to move such as stakeholders, data, activity and even documents. Most importantly, you get to decide which versions you want to keep. 

Whereas, with merge, it selects ALL the information within a sales project and combines it, overwriting all information within the "copied to" project

As bespoke as using a pencil and paper, data fields can be erased and rewritten when you select or deselect which fields of information to carry over. 

You can then delete, archive or even keep the original Sales Project once you have copied over all the data fields you selected.

This feature cleans up your data when:

• Multiple salespeople working on the same opportunity in 2 separate sales projects inside of Membrain. Now you can combine each salesperson's best pieces of information into one Sales Project. 
• You want to copy over information from a Sales Project to an Account Growth Project.
• Duplicate data was accidentally created

Here's to another level of clean data coming at you from Membrain! 💥🚿