Agent Activity Metrics:

When Real Geeks users log any of the following activities in Real Geeks, the SynchBot will automatically increment the related counter in Sisu:

  • Calls: logged in Real Geeks (one per unique lead per day).

  • Conversations: Real Geeks user marks the call type as Called/Contact Made (one per unique lead per day).

  • Email Sent: Real Geeks user sends an email (one per unique lead per day).

  • Text Sent: Real Geeks user sends a text (one per unique lead per day).

  • Appointments Set: Real Geeks user creates an Activity where Type = Met in Person (one per unique lead per day).

Note: When a Real Geeks user updates a Lead to one of the Custom Lead Statuses (Appointment Set, Appointment Met, Rep Agreement Signed, or Under Contract), the SynchBot Creates or Updates the client Transaction in Sisu.


Real Geeks Custom Lead Statuses

Setup: Real Geeks to Sisu SynchBot


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