CRM Closed Date Handling in Sisu

Amanda

Forecasted Closed 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 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:

Sisu:

BoomTown:

Sisu:

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.