1. Make sure to give a Prospect List name when you import prospects from your CRM filters(Pipedrive, Zoho)/lists(Hubspot)/reports(Salesforce)

2. Next, head over to Prospects > Import History > CRM Name Tab > Toggle on Auto Import. Doing so, Klenty will automatically import prospects present in that filter/list/report every 3 hours in Salesforce and every 6 hours for other CRMs.

3. Klenty will automatically import these prospects to the Prospect List name that you had given initially. To have these prospects started in a cadence automatically, you have to link this prospect list to a Cadence.

4. To do the above, head over to Prospect > Prospect List > Click on Gear icon > Select Cadence > Link Cadence

5. Doing the above steps, the prospects from your CRM filter/list/report will be automatically imported to Klenty and will be started in the linked cadence. Do note that only prospects with a Not Contacted status will be automatically started in the linked cadence.

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