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