BI Mapping Information (Sierra Interactive)

Written by Jenny | Oct 1, 2026, 11:37:56 PM

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

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