A suggested database filename will be set, and changed if required.
Transfer existing customer notes: If the Sage50c Pastel Partner data has existing customer notes, these can be transferred as Tasks/Activities by ticking this option.
Create demo data-based: If this CRM database is being set up for demo purposes, tick this box and indicate how many tasks and sales opportunities are based on the Top n number of customers. Sales Opportunities can be created with random inventory items based on the Top N specified.