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Appointment Tracking Methods
RealSynch BI supports flexible appointment tracking based on your team's workflow in Sierra Interactive:
- Lead Status: Progression tracked through primary status transitions.
- Lead Tags: Progression tracked through specific applied tags.
Data Sync Rules & Limitations
- Lead Status Updates: Any changes made to lead statuses within Sierra Interactive automatically refresh in the BI Dashboard according to your mapped rules.
- API Restrictions: Due to current Sierra Interactive API restrictions, financial transaction fields including GCI, Commissions, and Sales Price are unavailable.
- Call Data Latency: Call logs may take up to 24 hours to reflect in RealSynch BI. This delay is due to our integration partner and is not a limitation of RealSynch itself.
Mapping Information
Define distinct lead status or custom tags for both Buyers and Sellers to ensure accurate conversion reporting in the RealSynch BI Dashboard.
This mapping is necessary because lead statuses in Sierra Interactive are limited to default options and cannot be customized, so custom tags must be utilized to track certain milestones effectively:
|
Milestone |
Buyer Status / Tag |
Seller Status / Tag |
|
Appointment Set & Met |
Custom Tag (e.g. Buyer Appt Set or Met) |
Custom Tag (e.g. Seller Appt Set or Met) |
|
Agreement Signed |
Custom Tag ( e.g. Buyer Agency Stage) |
Custom Tag (e.g. Listing Agreement Stage) |
|
Active Listing |
N/A |
Custom Tag (e.g. Active Seller Listing Stage) or Active Status |
|
Pending |
Pending Status |
Pending Status |
|
Closed |
Closed Status |
Closed Status |
|
Lost |
Lost Status |
Lost Status |
