Follow Up Boss Limitations

Amanda

 

 

 

Integration Limitations:

  • A Sisu Transaction created via the Follow Up Boss appointment screen can only be created via integration, not updated.

  • Custom Follow Up Boss Pipelines and Stages are not supported in the default integration. Please contact Real Synch Technical Support for customizations.

  • The integration must either be a Tag based integration or a Deal based integration. Both options should NOT be used at the same time.