Before you begin:
Make sure your Salesforce account is connected to Klenty.
Create at least one Leads or Contacts report in Salesforce that includes the prospects you want to import to Klenty (the type of Salesforce reports Klenty supports are 'Contacts & Accounts', 'Leads', 'Opportunities' only.
To import from Salesforce:
In your Klenty account and go to Prospects -> click on the + button at the top right -> select Salesforce.
Select the Report you want to import from the drop-down box.
3. You can add the prospects to a List or Tag and click on Import.
Under Prospects -> Import History, you can view the Salesforce reports you have imported.
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.