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.

Follow Up Boss:

Sisu:

BoomTown:

Sisu:

Note: Integrations cannot update Sisu Transactions which are in a Closed Status.

Sisu Closed Date