Importing & Enrolling Salesforce Leads

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Before importing & enrolling your Salesforce leads, you should already have finished setting up your field mappings and import rules for your campaign.

Navigate to your Campaign detail page and click on 'Settings'.

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You should be able to see how many existing records in your Salesforce fits the criteria you have set in your import rules.

Click on 'Import Records'

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A popup will appear. Key in the quantity of Salesforce records you would like to import into this campaign.

The maximum quantity you can key in depends on - the number of lead quota you have left, the number of records left in Salesforce or a import quota of 500, whichever is smallest.

Once you are done, click on 'Pull Records'.

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You will be brought to a staging page where you can preview the Salesforce records you will be importing.

Clicking on 'Import All' will import and enrol the leads into the campaign.

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And you are done! Your bot will automatically reach out to these leads shortly.

 

 

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