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How to Import a Funnel

Yahel Gaver avatar
Written by Yahel Gaver
Updated over a year ago

If you have an existing record type in Salesforce and that you want to use in Sweep, you must first import that record type to the Canvas as a Funnel. Once the record type has been imported to Sweep, you can manage stages, gates and automations for that Funnel.

In order to do so, see this video or follow the steps below:

  1. Open your Funnel editor

  2. Click the cloud icon with the arrow pointing downwards

  3. Click the object of the Funnel that you would like to import


  4. Choose the record type you would like to import

    1. Choosing "Preview" will show you the various steps of said process

      1. If there are multiple fields that could be your leading field for this Funnel, the preview step will allow you to toggle and select the appropriate field

    2. Choosing "Add" will immediately add it to the Canvas




  5. Drop the Funnel on the Canvas, and begin using it!

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