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Description
Product description
The template helps automatically import a selected partner lead with the correct info to Success Portal Creatio.
Intended use of the template:
- lead data matching and import from partner Creatio site to Success Portal Creatio.
The template can be used as a sample to partner or distributor data import to a partner portal.
Languages
Pricing
Price
Free
Support
Support is not available for this application.
Installation
Product compatibility
Product
Sales
Marketing
Version
7.14.4 and up
Platform
.NET Framework
Guides and manuals
1. Fill in connection parameters to Success Portal Creatio. Go to System designer > System settings and fill in system settings:
- SSP Login;
- SSP Password.
2. Import lead to Success Portal Creatio. Go to 'Leads' section > click 'Actions' menu and select 'Import lead to portal' action.
Feedback
Support
Cost
Type
Template
Compatibility
Leave your feedback about the solution to its developer and Marketplace team