1. Go to Prospects -> Add prospects.
  2. Under Salesforce, select the Report you want to import from the drop-down box. (Note: Klenty can only import leads/contacts that belong to a Lead or Contacts Report in Salesforce)

3. You can add the prospects to a List or Tag and click on Import.

Import Options

Toggle on Auto import to automatically add prospects to Klenty when the Imported filter is updated. (Note: we check for updates from your Salesforce report every 3 hours.)

Use the Import Now button to import/update prospects immediately, when needed.

Did this answer your question?