Migrate from Agent Legend to Nutshell

Agent Legend Contact maps directly to Nutshell People for all active contacts. The Contact's status field (prospect, active, past client) is preserved as a custom pick-list field (Original_Status__c) on the People record. Status values route records to Nutshell People rather than Leads when status indicates a customer relationship.

Agent Legend Contacts with status = 'prospect' or 'lead' split into Nutshell Leads rather than People. This preserves the top-of-funnel classification and keeps the sales pipeline clean. The original Contact status is captured in Original_Status__c for reporting continuity. This split is based on the source status field value during migration.

Agent Legend stores company data as contact properties (not a separate object). When a Contact has a company association, a Company record is created in Nutshell and linked via the People record's Company field. Nutshell's Company object stores name, domain, address, industry, employee count, and revenue. Parent-child company relationships in Agent Legend map to Nutshell's parent Company field.

Agent Legend Deal maps to Nutshell Opportunity. The Opportunity stores deal name, value, pipeline stage (Milestone), close date, and owner. Nutshell's pipeline model uses Milestones to represent stages within a pipeline — the Agent Legend deal stage name maps to the corresponding Milestone name in Nutshell's configured pipeline.

Agent Legend's pipeline concept maps to Nutshell's Pipeline and Milestone model. Each Agent Legend pipeline becomes a Nutshell Pipeline, and each pipeline stage within it becomes a Milestone within that Pipeline. The Milestone names, order, and probabilities are mapped value-by-value from Agent Legend stage definitions. If Nutshell's pipeline is not pre-configured, FlitStack AI delivers a Milestone mapping plan before migration.

Agent Legend Campaign contains drip sequences, conditional branching, timing rules, and campaign-level settings that cannot be stored as a single data field in Nutshell. Campaign names, types, and key configuration values are preserved as a custom text field (Original_Campaign__c) on the People record. The sequence logic, conditional rules, and automation steps must be rebuilt manually in Nutshell's Sales Email sequences and workflow automation tools.

Agent Legend engagement logs — calls, emails, meetings, and notes — map to Nutshell Activities. The activity type (Call, Email, Meeting, Note) is stored in Nutshell's Activity Type field. Original subject, body content, engagement date, and owner are preserved. Activities are linked to the corresponding People record in Nutshell by email-matched owner.

Agent Legend custom properties — including Lily predictive lead scores, lead sources, tags, and custom text/number fields — are mapped to Nutshell People Custom Fields. Nutshell supports custom fields for People, Company, and Lead objects. Number-type properties (scores) become Nutshell Number fields; text properties become Text or Long Text fields; pick-list values become Choice fields. The original custom property name is preserved in the Nutshell field label.

Agent Legend file attachments associated with contacts are migrated as file records attached to the corresponding People or Company record in Nutshell. File size limits and inline image handling are applied per Nutshell's attachment constraints. The original file name and upload date are preserved in the Nutshell attachment record.

Agent Legend owner assignments are resolved by matching the owner's email address to a Nutshell User. Unmatched owners are flagged before migration — the team either creates Nutshell user accounts first or assigns records to a designated fallback user. No record lands in Nutshell without a valid owner reference.