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 Add Prospects icon at the top right -> select Salesforce.
Select the Report you want to import from the drop-down box. You can also import from the List view in Salesforce
3. You can add the prospects to a List or Tag and click on Import
4. Using the 'Assign to' option,
You can choose the 'Contact owner' option so that the same owner in Salesforce will reflect in Klenty as the prospect owner
Or you can set the ownership of the prospects to any of your teammates in Klenty
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 3 hours.)
Use the Import Now button to import/update prospects immediately, when needed.