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 and support
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.