Tagging:

• Any tag added to a lead in Follow Up Boss that is also enabled in your Integration's Target Options will trigger the integration to create or update a Transaction in Sisu:

   

  Buyer Tags:

   

  

   

   

   

  Seller Tags:

   

  

   

   

   

• There is also a feature on the integration called: "Store SISU Transaction on FUB". If enabled, this feature will allow for a link to populate on the Follow Up Boss lead under Custom Fields. This link can be used to take you to the corresponding transaction in Sisu.

   

  

   

   

  *Please note: this link only appears when a tag is added to the lead in Follow Up Boss

   

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  FAQ: Follow Up Boss to Sisu Integration

   

   

  
  

  Creating/Updating Transactions in Sisu

   

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