Features:

Agent Activity Metrics

When Firepoint (FP) users log any of the following activities - the synch increments the related counter in SISU.

  • Dials - call a Lead performed within FP 
  • Conversations - call outcome in FP marked as Conversation 
  • Text Sent - Text sent via FP.  Counts 1 per day per agent per unique lead
  • Text Conversation -  When 2 texts are sent via FP by a given Agent , AND 2 text responses are received in FP for the given contact / per day 

Creating and Updating SISU Transactions

  • When an FP User creates or updates a Lead into 1 of the Lead Statuses selected in SISU Target Options: Filters - the synch Creates or Updates a Client Transaction in SISU.
  • When an FP User adds a specified tag to a Lead → the synch Creates or Updates a Client Transaction in SISU
  • Update of synched FP lead status to “Inactive” will update the SISU transaction status to Lost
  • The following fields are mapped from Firepoint to SISU

Synch Requirements: 

  • Agent login email address must match between Firepoint and SISU
  • To Create or Update a SISU Transaction - the Firepoint Lead MUST have an email address. 
  • Firepoint Admin/Owner user must obtain the Agent Key and Office key for synch authentication

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