Content Comparison

Are any users in the Company able to export a new file into Calyx PointCentral?

1. YES – GO TO #3

1. NO – GO TO #2
   

Please contact support@insellerate.com and include

the

following information:

1. No users are able to export new files into Calyx PointCentral.

1. The last time a file was successfully exported into Calyx PointCentral. (

1. Go to the Calyx pipeline view and sort by

1. Create Date.)
   

File or User specific issue?

Ask the following questions:

1. Does the user show the file was exported in the Lead History in Insellerate?

1. 1. If Yes – go to the next question.

1. 1.  If No – please export to Calyx LOS via Action Tools.
      

1. Can you find the lead in Calyx via search by last name?

1. 1. Yes – go to the next question.

1. 1. No –

1. 1. go to D.
      

1. Was the lead created but not assigned to the User? Admin can search by the name.

1. 1. Yes – assign the Calyx file to the User - Done.

1. 1. No – go to the next question.
      

1. Does the First and Last name in the User’s Insellerate profile match their First and Last name in Calyx Point Central?

1. 1. If Yes – please contact support@insellerate.com with:

1. 1. 1. A User is unable to export a lead to Calyx. Issue not identifiable.

1. 1. 1. Name of lead.

1. 1. 1. Time lead was exported Calyx (from Lead History).

1. 1. If No – update Insellerate User First and Last Name to match Calyx and Retry Export