Leadfwd Support Crew
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Activity overview
Latest activity by Leadfwd Support Crew-
Leadfwd Support Crew created an article,
API Call Usage
Understanding API Limits Salesforce imposes a limit on the number of API calls that can be made during a rolling 24 hour timeframe. What this means is that the limit technically readjusts every mi...
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Leadfwd Support Crew created an article,
Enroll in Sequence | Individual Lead or Contact
Leadfwd makes it seamless to enroll any Lead or Contact from Salesforce into a Sequence without ever leaving your CRM. Requirements Leadfwd <> Salesforce Connector enabled Leadfwd Sidebar installe...
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Leadfwd Support Crew created an article,
Create a Sequence
Sequences replicate manual sales processes and automates the right touch points, at the right time, so sales reps never forget to follow up and always get looped in when it's time to take action. T...
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Leadfwd Support Crew created an article,
Set up Data Sync
Once you have successfully connected your Salesforce account to your LeadFWD account click on the Go to Salesforce Dashboard link in the upper right hand corner. This will take you to the SymSync D...
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Leadfwd Support Crew created an article,
How to add a SugarCRM action steps to Sequences
This article is for CRM users that want to include calls and other manual tasks in their Sequence playbooks, with the call or task being scheduled within the native SugarCRM Calls or Tasks modules....
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Leadfwd Support Crew created an article,
Invite your team
Getting started Invite users Accepting an invite SugarCRM Data Permissions and Access in Leadfwd Map multiple Leadfwd users <> SugarCRM users Enable Access to Leadfwd Sidebar (Chrome Extension) I...
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Leadfwd Support Crew created an article,
Setup SugarCRM Data Sync
Once you have successfully connected SugarCRM <> Leadfwd you can then configure your data sync preferences in the SugarCRM connector configuration. Supported modules: Targets Leads Contacts Accou...
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Leadfwd Support Crew created an article,
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 Leadfwd <> SugarCRM Connector enabled Leadfwd Sidebar insta...