Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
Publication of selected knowledge base article to portal
Publication of selected knowledge base article to portal
An ability to publish by one click selected knowledge base article to portal
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.
Lead/Opportunity stage confirmation
Lead/Opportunity stage confirmation for Creatio
Request for confirmation of an opportunity stage change