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