With the Salesforce integration, you can import prospects from Salesforce to Klenty by following these simple steps.
- Login to your Klenty account and go to Prospects -> Add prospects.
- Under Salesforce, select the Report you want to import from the drop-down box.
- You can add the prospects to a List or Tag and click on Import.
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 6 hours.)
Use the Import Now button to import/update prospects immediately, when needed.