Migrate from Inception to Freshsales

Inception physician-level contact records migrate to Freshsales Contacts. The physician-specific role flag (e.g., HCP type) maps to a custom pick-list field on Freshsales Contact since Freshsales has no native prescribing-role equivalent. Primary affiliation (hospital/clinic) becomes the Contact's linked Account. This mapping preserves the physician's professional context within the new CRM.

Inception target-list members who are not yet active opportunities route to Freshsales Leads. Lead source, lifecycle-stage-adjacent properties, and any prescribing-tier flags become custom fields on the Lead record. Conversion settings in Freshsales map Lead custom fields to corresponding Contact/Account fields per the admin's field-mapping configuration.

Inception organization records map 1:1 to Freshsales Accounts. Hospital systems, clinic chains, and distributor organizations use Freshsales' parent-account field for hierarchy preservation. Multi-address organizations store the primary address on the Account record; secondary addresses become custom fields or are linked via notes.

Inception deal records map to Freshsales Deals. Stage names map via value-by-value correspondence to Freshsales deal stage pick-list values per pipeline. Deal amount, close date, owner, and probability migrate directly. Any Inception deal-level custom fields (e.g., formulary status, channel) become Freshsales custom fields on Deal.

Inception's single pipeline maps to one Freshsales Deal Pipeline (Growth+). Teams with multiple Inception sub-pipelines (e.g., by brand or region) create additional Freshsales pipelines on Pro+ plans. Each pipeline requires its own stage set and Kanban view configuration in Freshsales after data lands.

Inception call logs (including call outcome, duration, and physician response) migrate as Freshsales Sales Activities with type = Call. The original call timestamp, owner (rep), and related Contact/Account link are preserved. Call notes migrate as the Sales Activity's description field.

Inception meeting records (e.g., speaker programs, CME events) map to Freshsales Appointments with original start/end times, location, and invitee list preserved. Multi-invitee events store the primary invitee as the Appointment's linked Contact; secondary invitees are listed in a custom multi-select field or in the Appointment notes.

Inception log entries and notes migrate as Freshsales Notes, linked to the corresponding Contact or Account record. Rich-text formatting is preserved where Inception exports allow it. Notes carry the original created-by user and created-date so audit trails remain intact in Freshsales.

Inception formulary entries representing drugs or medical products map to Freshsales Products. Product name, SKU, unit price, and description migrate directly. Any Inception-specific pricing tier or rebate fields become custom fields on the Freshsales Product record. This ensures product catalog continuity and pricing transparency.

Inception territory assignment fields do not map to a native Freshsales object on Growth plans. On Pro+ plans, Freshsales' Territory Management module accepts geo-based or custom criteria. We migrate territory as a custom pick-list field (Territory__c) on Contact/Account and recommend rebuilding routing logic using Freshsales Auto-assignment Rules after go-live.

Inception rep/user records resolve by email match against Freshsales users. Active Inception reps without a Freshsales counterpart are flagged before migration; teams either create the user in Freshsales first or assign records to a fallback owner. Role-based permissions (manager vs. rep) become Freshsales team or profile assignments.

Inception target-list labels and specialty tags migrate to Freshsales Tags applied to Contact and Account records. Tags are non-hierarchical labels in Freshsales and support multi-value assignment per record, matching Inception's N:N tagging model. This approach maintains categorization integrity and supports flexible segmentations across the CRM.

Inception's physician prescribing-influence data (influence chain, prescription tier) has no native Freshsales equivalent. We migrate these as a custom object (Prescribing_Influence__c) linked to Contact with fields for influence_type, tier_level, and linked_product. On Growth plans without custom object support, these fields become custom fields on the Contact record.

Inception file attachments on contacts, accounts, or deals are downloaded and re-uploaded to Freshsales Files linked to the corresponding record. File size limits apply per Freshsales plan (Growth: 2GB per user; Pro: 5GB; Enterprise: 100GB). Inline images in notes are extracted and rehosted as Freshsales file attachments.