Forecasted Closed Date:

When the result of Bot automation is creating or updating a Sisu Transaction, the Bot's workflow is:

  • If the CRM Transaction status = not Closed,

  • And if the CRM Closing Date is in the future,

  • Then fill or update the Forecasted Closed Date field on the related Sisu Transaction using the Closing Date in the CRM.

Note: the Forecasted Close Date does not control the Transaction's status in Sisu.


Follow Up Boss:

Sisu:


BoomTown:

Sisu:


Closed (Settlement) Date:

When the result of Bot automation is creating or updating a Sisu Transaction, the Bot's workflow is:

  • If CRM Transaction status = not Closed,

  • And if the CRM Closing Date is in the future,

  • Then fill or update the Closed (Settlement) Date field on the related Sisu Transaction using the date specified when the Transaction's status was updated to Closed in the CRM.

Note: if the Closing date on a CRM transaction is empty, then the date the Transaction status was set to Closed in CRM is synched to the Sisu Settlement (Closing) date field.


Follow Up Boss:

Sisu:


BoomTown:

Sisu:

Note: Bots cannot synch to Sisu Transactions which are in a Closed Status.


Sisu Closed Date


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