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 a FollowUp where Type = Meeting.

Note: When a Real Geeks user updates a Lead to one of the Custom Lead Statuses (Appointment Set, Appointment Met, Rep Agreement Signed, Under Contract, or Closed/Inactive), the Integration Creates or Updates the client Transaction in Sisu.

Real Geeks Custom Lead Statuses

Setup: Real Geeks to Sisu Integration