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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.
Support conditions
Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.
Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.
We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.
Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.
Reviews
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.
Support
Cost
Type
Template
Compatibility