Appointments Set

Amanda

 

 

 

To Set an Appointment in Sisu:

 

  • In BoomTown, set a To-Do Meeting:​

  • In Sisu, click the Transactions tab and search for the lead by name and you should see Appt Set on your Sisu dashboard:

  • Complete the Meeting in BoomTown and refresh your page in Sisu to see Appt Met:​

  • When you create a To-Do Meeting in BoomTown on the date of the appointment, this will trigger the integration to create an Appt Set Transaction in Sisu and will increment the Buyer Appointments Set Dial on your Sisu dashboard.

  • However, when you create a To-Do Meeting in BoomTown for an appointment on a future date, this will still trigger the integration to create an Appt Set Transaction in Sisu, but this will not increment the Buyer Appointments Set Dial on your Sisu dashboard until the date of the appointment.

 

 

 

FAQ: BoomTown to Sisu Integration