Leadfwd makes it seamless to enroll multiple Targets, Leads or Contacts from a SugarCRM list view directly into a Sequence.
- Leadfwd <> SugarCRM Connector enabled
- Leadfwd Sidebar installed and configured in Google Chrome
- Login credentials and access to your SugarCRM instance
- At least one (1) Sequence created and enabled that you have permission to access
How it works
- Navigate to a list view (Targets, Leads, Contacts or Target Lists)
- Open Leadfwd Sidebar in Google Chrome
- Sidebar will automatically mirror and display your CRM view for selection. You can paginate through multiple page views and Sidebar will continue accumulating records.
- Select one or many using the checkboxes and proceed with Sequence selection and enrollment.
- At any time you can search or filter the records that have accumulated in Sidebar by clicking either option