Tag Archives: salesforce

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. To import from Salesforce: In your Klenty account and go to Prospects -> Add prospects -> Salesforce. Select the Report you want to import from theContinue reading “Importing from Salesforce to Klenty”