Calyx Point Export Failure

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. 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. Yes – go to next question

                 ii. No – Go to D.

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

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

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