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Solution
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1) Are any users in the Company able to export a new file into Calyx PointCentral? A) YES – GO TO #3 B) NO – GO TO #2
2) Please contact support@insellerate.com and include in the email the following information: A) No users are able to export new files into Calyx PointCentral B) The last time a file was successfully exported into Calyx PointCentral (go to the Calyx pipeline view and sort by create date)
3) File or User specific issue? – ask the following questions A) Does the user show the file was exported in the Lead History in Insellerate? i i. If Yes – go to next question ii. If No – please export to Calyx LOS via Action Tools
B) Can you find the lead in Calyx via search by last name? i i. Yes Yes – go to next question ii ii. No No – Go to D.
C) Was the lead created but not assigned to the User? Admin can search by the name. i i. Yes Yes – assign the Calyx file to the User - Done ii. No No – go to next question
D) Does the First and Last name in the User’s Insellerate profile match their First and Last name in Calyx Point Central? i. If If Yes – please contact support@insellerate.com with: - A User is unable to export a lead to Calyx. Issue not identifiable. - Name of lead - Time lead was exported Calyx (from Lead History) ii. If If No – update Insellerate User First and Last Name to match Calyx and Retry Export |
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