Insight
9 checks before migrating to kommo
Use this checklist to avoid expensive rollout friction and unnecessary rework.
- Map active deal stages to new pipeline logic.
- Clean duplicated contacts and dead accounts.
- Define ownership for each stage transition.
- List all inbound channels and assignment rules.
- Document required manager-level reports.
- Test permission boundaries by team role.
- Pilot with one squad before full migration.
- Create fallback workflow for edge cases.
- Confirm training plan for first 2 weeks.