Reconfiguring Live PD - Best Practice - sandbox? test environment?

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T Anthony Howell
T Anthony Howell Member Posts: 1
edited July 2022 in Sales CRM #1

About to embark on serious reconfiguration of an existing PD instance - permissions / team members / auto workflows etc.

I've typically done this on the live site, but I'm concerned with this project the changes will interfere with the client's ongoing business.

Any suggestions?

 

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