Leadfwd makes it seamless to enroll any Lead or Contact from Salesforce into a Sequence without ever leaving your CRM.
- Leadfwd <> Salesforce Connector enabled
- Leadfwd Sidebar installed and configured in Google Chrome
- Login credentials and access to your Salesforce instance
- At least one (1) Sequence created and enabled that you have permission to access
How it works
- Navigate to any Lead or Contact profile view within Salesforce
- Click the Leadfwd icon from the Sugar interface or simply open Leadfwd Sidebar for Chrome
- If the record is already in-sync with Leadfwd, simply click the Add to Sequence button in their timeline profile within Leadfwd Sidebar.
- If the record is NOT already in-sync with Leadfwd, Sidebar will alert you and return you to the list view. Simply click the checkbox next to the records name and select a Sequence to proceed with enrollment. Leadfwd will instantly sync the selected missing record and enroll them into your Sequence automatically.