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Lead data import to Success Portal Creatio

Lead data import from partner site to Success Portal Creatio
Template
Application type
Configuration
Template type
    Product 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.

    Price
    Free
    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.

    Leave your feedback about the solution to its developer and Marketplace team