With this feature, you will be able to configure a filler on your leads and contacts in Salesforce. Then you can schedule a sync of these filtered leads/contacts to inwise. In this way, you will always have the updated list that you wand inside your inwise account.
Step by step of how to configure this:
- From inwise tab, press on “New Sync” and the wizard will be opened
- Give your sync a name that will describe your filler
- Choose leads or contacts or both
- Now you can build your filter by adding more criteria and press save. You will see the current leads and contacts that match your filters.
Now you can configure a schedule for this task or you can also run it manual