Upon client request, is it possible to export client information to another provider? Data from ForceManager’s main entities can be exported in CSV format i.e. data from Accounts, Contacts etc. Related articles Can I export data? ForceManager inside Microsoft Teams Sales Campaigns Can ForceManager share its clients’ data if it hires the services of a third party? In the case of an investigation, can we disclose information with or without the client’s permission?
