• What types of data are involved in the Followup Boss to SISU Synch work?

Agent Activity and Transaction data are synched from Follow Up Boss to SISU.  Check out the linked videos below for examples and demonstrations.

  • How do I setup a Follow up Boss to SISU Synch?

Here is an article in our Knowledge Base that describes the steps to setup a Follow Up Boss to SISU Synch Bot

  • Can I synch transaction data from SISU to Followup Boss?

Yes, here is a link to an article in our Knowledge Base taht describes the steps to setup and SISU to Follow Up Boss Synch Bot

  • How does the Synch Bot count FUB Dials, Connects Conversations and Text Conversations - in SISU? 

Dials includes any inbound or outbound dial logged in FUB>   Calling the same FUB lead multiple times per day, will not increment the counter more than once per day.

Connects are counted when an inbound or outbound call last more than 1 minute and less than 5 minutes.   Connects with the same FUB lead multiple times per day, will not increment the counter more than once per day.

Conversations are counted when an inbound or outbound FUB call last more than 5 minutes.   Conversations with the same FUB lead multiple times per day,  will not increment the counter more than once per day.

Text Conversations are counted in SISU when a FUB  User (Agent, ISA etc) and Contact/ Lead (Consumer) exchange 2 texts (each)  during a given business day.

Use the link to this Knowledge Base Article for steps on setting up Connects and Text Conversation activity counters in SISU

  • How can I track Appointment Set and Appointment Met dates as part of my Deal flow?

Add two (2) stages to the start of your Buyer and Seller Deal Pipeline in Follow Up Boss.  Instructions can be found are in this link - Create Followup Boss Deal Stages for SISU synchs 

  • Are there any videos or demonstration of the Synch Bot in action?

Indeed there are - see below

Did this answer your question?