Import using Google Sheets
To begin, connect your Google account.
2. Enter
the email id of the Google Drive account that you wish to connect to Klenty and
click on Authenticate.
Once this
is done, you can create Sheets via Klenty and add your prospects’ information.
The Sheets will be created in a new Klenty
folder in your Google Drive.
1.
Enter a name to create a new Sheet.
3.
In Klenty, you’ll see the Sheets you’ve
created via this process in the Google Sheets tab listed as ‘Your sheets‘.
Click on the Import button on the Sheet you want to import.
4.
Your Sheet headers will be automatically
mapped with Klenty prospect fields. You can verify and edit as required, and
create a new custom field if there are no prospect fields that match your
requirement.
Once a Sheet has been imported, you can
1. enable
the auto-import option to automatically import new additions to the Google
Sheet (remember to add the new prospects to the last row of the Sheet)
2.
click on Import Now to immediately
import any new additions in the Sheet.
Manually add prospects
To add Prospects manually
2.
Click on the + Quick Add button, and
enter your prospect’s details.
3. Add
the prospect to a new or select an existing Tag/List and click
on Create.
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