Enroll in Sequence | Bulk Selection Targets, Leads or Contacts

Leadfwd makes it seamless to enroll multiple Targets, Leads or Contacts from a SugarCRM list view directly into a Sequence.

Requirements

1. Leadfwd <> SugarCRM Connector enabled
2. Leadfwd Sidebar installed and configured in Google Chrome
3. Login credentials and access to your SugarCRM instance
4. At least one (1) Sequence created and enabled that you have permission to access

How it works

1. Navigate to a list view (Targets, Leads, Contacts or Target Lists)
2. Open Leadfwd Sidebar in Google Chrome
3. Sidebar will automatically mirror and display your CRM view for selection. You can paginate through multiple page views and Sidebar will continue accumulating records.
4. Select one or many using the checkboxes and proceed with Sequence selection and enrollment.
5. At any time you can search or filter the records that have accumulated in Sidebar by clicking either option