How to import leads using Filter View from Sugarcrm:
Topics Covered:
- Prerequisites
- About
- Importing leads from Sugarcrm
About:
This article provides a step-by-step guide on how to import leads using the Filter View feature in Cadence. By following these instructions, you can efficiently import leads or contacts into your Cadence account.
Prerequisites:
- Your Cadence account should be Logged in.
- Your Cadence profile should be connected to your Sugarcrm account.
- In CRM, the filter view list should be created beforehand. Support documentation.
Importing using Filter View:
These are the steps to import leads using the filter view.
Step 1: Go to the Prospects tab inside the cadence page.
Step 2: Click on the Import button on the top right corner of the screen.
Step 3: Select the option Import from Filter view from the dropdown.
Step 4: When you click on the filter view option, you will see the Select Filter view option in the upper right corner of the screen.
Step 5: You may now select any option from Lead or Contact by toggling on them, and then from the dropdown menu, select any Filter View option.
Step 6: As you select the filter view, the selected leads or contacts will be visible on the import page. Click on the Add button in the upper right corner of the screen.
Step 7: After you click on the Add button, you will see the modal appearing on your screen in case some leads are already present in cadence. After selecting your preferred option in that modal, click on start importing.
After that, the selected leads will be imported. Every lead has its Success status shown next to it. Click Back to Cadence to get started.
(Note: Importing contacts follows the same procedure as leads.)