How to Export Leads from CRM to DeskManager

CRM Integration must be configured beforehand.

The video above covers step-by-step how to export a lead from CRM, then how to import the lead into DeskManager.


 

  1. First, go to sellyserver.co and login to the Selly portal.sellydm1
  2. Click on the ‘CLIENTS’ module on the left to load your current clients.
  3. From the list of clients on the left, select the client you would like to send to DeskManager.
    1. On the right side of the page, click ‘Send to AutoManager’.
    2. Wait until you receive a confirmation that the lead was sent to AutoManager.
    3. Once the confirmation appears, you are ready to import the lead.sellydm9
  4. Open DeskManager, then open the deal that you would like to have the Selly lead entered as the customer, then click on the Customer tab in the deal.
    • *In this example, I am creating a new deal, then going to the Customer tab.sellydm4
  5. On the left, click the Prospect List button, a new window will open, towards the top click the Import tab.sellydm5
  6. At the bottom of the window, select the ‘As Of’ date when the lead was created (for example, if you want to view a lead entered on 1/1/2016, enter that date and it will show leads from 1/1/2016 to the present date), then click Download Contacts.sellydm10
    1. Select the lead you would like to be filled in for the customer information in a deal by clicking the name, it will highlight blue.
    2. Click ‘Select’ in the top right, and the client’s information will automatically be filled in on the customer tab in the deal.sellydm11
  7. In addition to being added to the deal, the lead will also be added as a prospect in the Prospects tab as soon as the prospect is selected from the list, even if the deal isn’t saved.
    • *In this example, after adding the Selly prospect, I closed the deal and did not save, and the Prospect was added in the Prospects tab.sellydm14
  8. In the Customer tab of a deal, to the left of the customer info you can click the Selly Profile button and it will immediately open a new browser window to view the specific client in the Selly portal.sellydm13
  9. The lead has now been sent to DeskManager from Selly.