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Creating BoomTown Transactions from Sisu Transactions
Creating BoomTown Transactions from Sisu Transactions
Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

  1. Make sure the configuration setting Create a BoomTown transaction from a Sisu transaction is enabled.

    Note: If you need help finding your configuration settings, check out this article in our Knowledge Base.

  2. In Sisu, find a transaction that was created from BoomTown. (This means that an action in BoomTown caused a transaction to be created in Sisu. The BoomTown lead and the Sisu transaction are now connected.)

    Note: For more information about how to create Sisu transactions from BoomTown, check out this article in our Knowledge Base.

  3. In Sisu, open the transaction, and enter a date in the Under Contract Date field. (This field could be on any form, but it's generally found on the Transaction Overview.)

  4. Click Update at the bottom of the screen. This makes a transaction appear in the associated Lead Profile in BoomTown (see screenshot below).

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