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Creatio Importing
Creatio Importing
- Login as the Administrator (manager) (Fig. 1)
Fig.1. Log in as the Administrator - Go to the [Import] section (Fig. 2)
Fig.2. Opening the Import section - You will see the list of the contacts folders from the Creatio (Fig. 3)
Fig.3. List of the contacts folders from the Creatio - In Power Dialer search the folder you want to import from Creatio and double click it (Fig. 4)
Fig.4. Searching the folder to import from Creatio - The checkbox "Import all contacts" means that all contacts will be imported, including those that have already been called (this field isn't required) (Fig. 5)
Fig.5. Import all contacts checkbox - If you are going to assign contacts only to yourself, click [Assign only to me] (Fig. 6)
Fig.6. Assigning contacts only to yourself - Otherwise, select operators from the dropdown menu in the "Assign to" filed or search for them and click [Assign to the selected users'].
'Select All' distributes all contacts from this folder to all operators available in Power Dialer uniformly (Fig. 7, 8)
Fig.7. Assigning contacts to all operators
Fig.8. Assigning contacts to the selected users - You will see the sync notification in the corner of the screen (Fig. 9)
Fig.9. Sync notification - Synchronized contacts can be find in the [Calls listing] section
- To delete a contact go to the [Call listings] section, click delete in the field of the contact you want to delete (Fig. 10) → click [Confirm].
This contact will be deleted only in the Power Diler, all information in Creatio will remain unchanged.
Fig.10. Deleting a contact