Migrate from Flash Lead Sales to Nutshell

Flash Lead's primary record is the Lead object with source, tags, stage, owner, and history. In Nutshell, Leads represent unqualified prospects and Persons represent qualified contacts. We ask the customer during scoping whether Flash Lead leads should map to Nutshell Leads (if they represent raw prospect intake from Facebook) or Persons (if the team uses Flash Lead as a full contact database). Tags and lead sources migrate as custom properties on the target record.

Flash Lead Contacts (customer profiles with purchase history and location) map directly to Nutshell Person records. We use email address as the dedupe key during import. If Flash Lead stores a contact without an email, we flag those records for manual review and attach any available phone number for matching in Nutshell.

Flash Lead pipeline stages are user-defined with no enforced schema, and stage transitions are recorded as activity log entries rather than discrete fields. We extract the full activity log during scoping, identify every stage transition timestamp, and reconstruct the progression as a stage history note on the Nutshell deal. Current stage maps directly to Nutshell's stage field. The customer reviews and approves the stage mapping table before migration.

Flash Lead Pro includes invoicing and deal tracking tied to leads. These map to Nutshell Lead records with the deal amount preserved as a custom field. If the customer uses Flash Lead's invoicing to track closed-won revenue, we flag those records for review because Nutshell does not have a native invoice object on its standard plans.

Flash Lead Team Members with role-based access map to Nutshell User accounts. Owner assignment on leads is preserved by matching on email address. We extract the role hierarchy from Flash Lead and document it for the customer's admin to configure Nutshell's sharing rules and team visibility settings post-migration.

Tags in Flash Lead are applied without limit to leads for segmentation. We export all tags as a comma-separated list and import them as a custom text property on the Nutshell Lead or Person record. If the customer uses more than 20 distinct tags, we recommend a dedicated custom field with type-ahead rather than a freeform text block.

Lead sources (Facebook, Instagram, Referral, Purchased List, etc.) track where leads originated. We preserve source labels as a custom property on the Lead record in Nutshell. This field is used for pipeline reporting by source once migration is complete.

Facebook Messenger and Instagram DMs are stored in Flash Lead as conversation text logs attached to contact records. Thread branching, timestamps, and read receipts do not export. We attach the full conversation text as a Note on the corresponding Nutshell Person record and note the limitation in the migration report so the customer can assess whether conversation history is business-critical for their use case.

Flash Lead Pro invoicing records (amount, status, related deal) are extracted where they exist. Nutshell's standard plans do not include a native invoice object. We import invoice amount and status as custom fields on the Lead record and attach any exported invoice PDF as a file on the record. The customer evaluates whether a dedicated invoicing tool (QuickBooks, Zoho Invoice) is needed post-migration.