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Customizing Your Client's View
Customizing Your Client's View
Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

Topics in this article:

Customizing a Roadmap

Since client roadmaps are not tied to the template that created them, you can customize any client roadmap without affecting the original template. To customize a single roadmap, do the following:

  1. Log into the Client Portal.

  2. Navigate to a client's transaction by doing one of the following:

    • Use the contact search bar

    • Click in-line with a transaction

  3. Click the Roadmaps tab.

  4. Do one of the following:

Adding a Step to a Roadmap

1. Click the Add Step button to make the Add New Step window appear.

2. Enter a Step Name.

3. Click the Choose Task or Date drop-down, and select an option from the list.

ℹ️ Note

You can add date steps and task steps. Date steps are tied to Date fields in Sisu forms. Task steps are tied to a task in one of the client's task lists.

4. In the Display Order field, enter the step number you'd like to assign to the step.

5. If you want an email sent at the time the task is completed in Sisu, click the Step Notifications drop-down and then click the At time of event checkbox.

6. If you don't want the step to be visible to the client, click the Internal Only checkbox.

7. Enter a Description.

8. Click Save.

Deleting a Step from a Roadmap

  1. Hover your cursor over the step you want to delete and click the trash can icon.

  2. In the pop-up that appears, click Yes.

Editing a Step in a Roadmap

  1. Hover your cursor over the step you want to edit and click the pencil icon.

  2. Make any desired changes and then click Save.

📖 Note:

For more information about roadmaps, check out this FAQ article in our Knowledge Base.

Customizing the Team Labels

There are 3 fields available in the team profile (accessible by Admin and TC users) which can be found by navigating to Admin > Team Settings > Profile. These fields allow you to select a Primary Team owner, add a custom label for the Team Owner and the Agent.

Selections made in these fields will be displayed in the following areas of the Client Portal:

This is helpful if the MLS rules in your state require that all client facing materials and/or marketing must show the agent as the “Co-Agent” and the team lead as the Agent of record.

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