CRM Closed Date Handling in Sisu
Forecasted Closed Date:
When the result of Integration automation is creating or updating a Sisu Transaction, the Integration's workflow is:
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If the CRM Transaction status = not Closed,
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And if the CRM Closing Date is in the future,
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Then fill or update the Forecasted Closed Date field on the related Sisu Transaction using the Closing Date in the CRM.
Note: the Forecasted Close Date does not control the Transaction's status in Sisu.
Follow Up Boss:
![](https://downloads.intercomcdn.com/i/o/305118760/e40385f975d2f289d9a9cce4/Screen+Shot+2020-07-03+at+3.53.15+PM.png?expires=1619269200&signature=2ed6594c14eb7cae5ca6f7c346728a8e5d5f59c70a625af35431270040b7dd0b)
Sisu:
![](https://downloads.intercomcdn.com/i/o/305118777/d4845d99e93c03e213a0deb1/Screen+Shot+2020-07-03+at+3.54.42+PM.png?expires=1619269200&signature=0b84ee1deb39a9d6ee2cebd13a36c78a94cd9700c158c2980cc5e90a29cff2e1)
BoomTown:
![](https://downloads.intercomcdn.com/i/o/305118893/c43c8fc46b7bc8ba5c1053f0/Screen+Shot+2020-07-03+at+4.26.58+PM.png?expires=1619269200&signature=defa160a8f352f48d1d9d2ecc3741907e10ea7df71c905261ee5ab7d644d6021)
Sisu:
![](https://downloads.intercomcdn.com/i/o/305118910/62555708f17f6beb90160b9a/Screen+Shot+2020-07-03+at+4.27.30+PM.png?expires=1619269200&signature=d50ec4e14b1067133b7dfc1796597a196370e2f9a1c11e7791607d4fa39807b1)
Closed (Settlement) Date:
When the result of Integration automation is creating or updating a Sisu Transaction, the Integration's workflow is:
-
If the CRM Transaction status = not Closed,
-
And if the CRM Closing Date is in the future,
-
Then fill or update the Closed (Settlement) Date field on the related Sisu Transaction using the date specified when the Transaction's status was updated to Closed in the CRM.
Note: if the Closing date on a CRM transaction is empty, then the date the Transaction status was set to Closed in CRM is synched to the Sisu Settlement (Closing) date field.
Follow Up Boss:
![](https://downloads.intercomcdn.com/i/o/305118815/eb97c82d04673723765bef3d/Screen+Shot+2020-07-03+at+3.55.26+PM.png?expires=1619269200&signature=9564f33782c926221bc6b408c35fa0c5fec7e4979de0f344079df4dc1d8a7310)
Sisu:
![](https://downloads.intercomcdn.com/i/o/305118859/84336d9d4fd2cb304205d883/Screen+Shot+2020-07-03+at+3.55.44+PM.png?expires=1619269200&signature=f97fae5ec47051be8b622dc7c12a6163597558ede4205b430dba90bd780118b7)
BoomTown:
![](https://downloads.intercomcdn.com/i/o/305118944/f59adc4ea6c6f04721af73c7/Screen+Shot+2020-07-03+at+4.28.03+PM.png?expires=1619269200&signature=d1effa8b6e83a0f0eda0d7e4db0a709e858f2265ce4970f07ef1606bb789c22c)
Sisu:
![](https://downloads.intercomcdn.com/i/o/305118963/6856753ca550bf82f995c1dd/Screen+Shot+2020-07-03+at+4.28.19+PM.png?expires=1619269200&signature=a496c01ae288a58dbefdccc4822dc200251eef4c1c2d97519b04e5cb97f569c7)
Note: Integrations cannot update Sisu Transactions which are in a Closed Status.
Sisu Closed Date
![](https://downloads.intercomcdn.com/i/o/488904408/a9fe92c14746bc6f72e704cf/Real+Synch+-+Logo-01.png)