Migrate from Market Leader to Nutshell

Market Leader people map directly to Nutshell Person records. All standard fields (name, email, phone, address) transfer 1:1. Nutshell stores the person's account as a separate Company record linked via a person-company relationship, so the contact-to-company link requires that the Company mapping resolves first.

Market Leader contacts in a pre-conversion state map to Nutshell Lead records. Lead status in Market Leader maps to a custom pick-list field in Nutshell since Nutshell's built-in Lead Status field uses a different value set. Historical lead scores from Market Leader migrate as a custom number field on the Lead.

Market Leader company records map 1:1 to Nutshell Company records. All standard company fields (name, domain, industry, employee count, annual revenue) transfer directly. Company hierarchies in Market Leader (parent-child relationships) are preserved using Nutshell's parent-company field on the Company object.

Market Leader deals map to Nutshell Deal records. Deal name, amount, expected close date, and stage transfer directly. The deal owner resolves via email match against Nutshell users. Deals associated with a specific lead product carry that association as a custom field (Lead_Product_Source__c) so teams can still filter deals by their Market Leader product origin.

Market Leader lead products have no direct equivalent in Nutshell's object model. We preserve the product name as a custom field (Lead_Product__c) on both the Person record and the associated Deal record. Teams use this field in Nutshell to segment reports by Market Leader product source without rebuilding the product-routing logic.

Market Leader tracks drip enrollment status (enrolled, active, completed, paused) and current stage per campaign per person. Nutshell has no drip enrollment object, so we create custom fields: Drip_Campaign__c (campaign name), Drip_Stage__c (current stage), Drip_Step__c (step number), and Drip_Enrolled__c (boolean). These are display-only in Nutshell — the actual drip logic must be rebuilt in Nutshell's email sequences.

Market Leader drip campaign definitions (step sequence, triggers, delays, conditions) have no structural equivalent in Nutshell's automation engine. We export campaign definitions as a structured JSON and PDF reference so your Nutshell admin can rebuild the logic in Nutshell's automation builder. This is not an automated migration step — it is a documentation deliverable.

Any custom properties configured in Market Leader (beyond standard fields) migrate to Nutshell custom fields on the Person object. Nutshell supports custom fields for Person, Company, Lead, and Deal. Field type is preserved: text fields stay text, pick-lists map to Nutshell pick-lists, date fields map to Nutshell date fields. The Enterprise plan offers unlimited custom fields; lower plans have limits that must be verified before migration.

Activity history from Market Leader (calls logged, emails sent, meetings scheduled) migrates as Nutshell activities attached to the Person record. Timestamps and activity owners are preserved. Nutshell's activity feed on the Person record surfaces this history natively, so teams retain the full engagement timeline from Market Leader.

Market Leader report definitions and dashboard layouts cannot migrate to Nutshell because the schema and field names differ. The underlying data — deal amounts, pipeline stages, activity counts — does migrate. We deliver a report-mapping document that identifies each Market Leader report and its equivalent in Nutshell's reporting module so your admin can rebuild them with the correct field references.