Agent Activity Metrics:
When Real Geeks users log any of the following activities in Real Geeks, the Integration will automatically increment the related counter in Sisu:
Calls: logged in Real Geeks.
Conversations: Real Geeks user marks the call type as Called/Contact Made.
Email Sent: Real Geeks user sends an email.
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.
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 Integration Creates or Updates the client Transaction in Sisu.