ISA Appointment Set

Amanda

ISA Appointment Set:

If the Sierra User who sets an appointment for a given Lead is also assigned an ISA role in Sisu, the expected behavior of the Integration is that the ISA will be assigned as the Primary Agent when the Transaction is created. When the Lead is then reassigned from the ISA to another Agent, the credit for that Appointment Set will go to the assigned Agent in Sisu, but the ISA will still receive credit for the Appointment Set on the Leaderboards page in Sisu:

Filling the Appt Set By (ISA) Field In Sisu:

In order to fill the Appt Set By (ISA) field in Sisu, the agent assigned when the Appt Set tag is added must be an ISA in Sisu.