Salesforce

Export prospects to Salesforce

You can Export prospects to Salesforce from Klenty in two simple steps after integration.

To export prospects to Salesforce

Login to your Klenty account and go to Prospects page.

Select the prospects to be exported and click on More and select Export as lead to Salesforce.

CRM export started successfully message will be displayed and the icon will turn blue indicating that the Prospects has been exported.