How To

How to Export Prospects to Salesforce

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  • This article will show you how to export your profiles into Salesforce.
  • In order to export your profiles into Salesforce, the first thing you need to do is navigate to the specific campaign that your profiles are in. You can locate your active campaigns on your dashboard or create a new campaign by clicking on the “Create New Campaign” prompt on the dashboard.
  • Once you have located the profiles you wish to export, you should select the profiles by clicking on the box to the left of the profile.
  • From here, you need to click on the “export” tab and choose Salesforce from the dropdown menu. This will prompt you to select the campaign you wish to export from in a dropdown menu. Once you select the proper campaign, you will have successfully exported your profiles into Salesforce.
  • If you have any questions, please contact customer support.

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