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

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?