Every 2 weeks, we push out (or "release") new features, improvements, and bug fixes to our production environment (app.sisu.co). In this article, you can see a history of all those changes for 2024. The most recent release is always at the top, followed by past releases. Use the table of contents to the right to easily jump to past releases.

New features:

We've added the ability to scroll through transactions while you're already viewing a transaction. This means you don't need to navigate back to the Transactions Page to navigate through your transactions and make edits, you can simply move from one to the next with just one click!

Here's how:

You can also utilize the list icon to quickly jump to a specific transaction:

The Listing Price Changes Report is a valuable tool for tracking any price changes made on your live listings. By providing a clear overview of these price changes the report enables better decision making and more strategic planning based on market trends.

📙 For more information on this report please check out the KB article here!

The ISA by Agent Report is an essential tool for monitoring and evaluating the performance of agents who are handling appointments set by an Inside Sales Agent (ISA). This report provides insights into how effectively agents are progressing leads through various transaction statuses.

📙 For more information on this report please check out the KB article here!

New features:

Improvements to existing functionality:

The Lead Sources by Status Report is now available! Admin & TC users can utilize this report to view how your team's Lead Sources are progressing through transaction statuses. This is a great way to see at what status certain Lead Sources are getting held up in the sales process. The lower section of the report shows how many days (minimum, maximum and average) it took for transactions tied to specific Lead Sources to progress from Pipeline to Closed.

We've added a few options (already available in Classic) to the Edit dropdown when editing users in Admin > Users. You can now select the following:

We've added the ability to select exactly which Stages you'd like to view in both the Transaction Stages Board as well as the Transaction Statuses Board. To do so you'll want to select the Filter icon in the upper, right hand corner of the page. From there you can utilize the Stage Lanes filter (if you're using the Transaction Stages Board) or the Status Lanes filter (if you're using the Transaction Statuses Board). Just check the boxes to the left of any Stages or Statuses you'd like to view. Uncheck the box to the left of any you don't wish to view.

You can now sort the Transaction Name and Transaction Address columns within the Sent Queue. This allows for more page customization to view the data you're looking for. To sort columns simply click the column header, as shown here:

We've updated the user scope within all reports to auto select the Team when logged in as an Admin or TC user. The only report excluded from this update is the Agent Accountability Report as it was built to report data based on individual users.

New features:

Improvements to existing functionality:

We've added 5 new Leaderboard categories based on pending transaction data:

These new Leaderboards can be easily accessed by utilizing the search functionality in the Board scope:

We've added these 2 fields to the Property Details section within a transaction in the Client Portal. This may be helpful if your MLS does not share these data points.

Did you know you can minimize the top tiles on the Transactions Page, allowing for a full screen view of your transaction data? You can! Just click this icon found in the upper, right hand corner of the page -

The tiles will now stay minimized even after leaving the page. To maximize the tiles just click the icon again.

The left side menu is also minimized with this action however you can maximize it again by simply clicking the icon found at the bottom of the menu -

When navigating to Task Manager > Task List you'll now see the Status filter is auto selected to view To-Do. This allows you to quickly view your uncompleted tasks!

Improvements to existing functionality:

We've enhanced the "Payment Details" view from the Transactions Page to now provide a much more comprehensive and detailed view, allowing a quick look into the commission data for any specified transaction.

New features:

Improvements to existing functionality:

We've added a toggle allowing you to decide if a Task Notification should be automatically sent by the system or if it should only be sent manually by a user on your team. This feature is labeled 'Autosend' and you can toggle this on and off when creating new Task Notifications as well as editing existing Task Notifications. This can be done by navigating to Admin > Tasks > Edit Tasks.

We've added 2 more pages to the Task Manager - the Send Queue and the Sent Log.

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The Send Queue offers a lot of great functionality, providing more customization and control with Task Notifications.

The Sent Log offers a quick view of all Notifications sent out of Sisu. Page scopes provide the ability to filter the page by date and user. You're also able to resend individual Notifications with the Resend button or Bulk Resend using the checkboxes on the left -

When a user is selected in the 'Appt Set by (ISA)' field they will now be listed in the transaction Snapshot -

Due dates on Task Notifications that adhere to business hours have been adjusted to display the day the Notification will send based on the team's selected “Blackout Days". When a due date has been adjusted due to Blackout Days an asterisk will be visible along side the due date. You can hover over the date and a pop up appears letting you know the “Date changed due to Black out dates” -

🔸 Note: Blackout Days can be selected by Admin and TC users by navigating to Admin > Team Settings > Notifications.

New features:

Improvements to existing functionality:

The following additional filtering options are now available on the Performance & Conversion Report:

Additional information on the Performance & Conversion Report can be found in this KB article.

All of the filtering options currently available on the Transaction Page have been added to the Transaction Stages Board and the Transaction Statuses Board.

🔸 Note: Saved Filters created in Next will not always be compatible in Classic (ex: Filters using Lead Source Groups are not compatible)

You can now use merge fields in your Task Notification subject lines!

❓What is a merge field? A merge field can be used to auto-populate data entered into the associated form field.

🔸 Example: If you want to insert your client's first name into the greeting of your email you can use the {{first_name}} merge field. This will pull the client name in from the First Name form field.

Here's how to add them into your Task Notification subject lines:

You can now display Next on your computer and tv screens! Display Mode is accessible all throughout Sisu, just look for it in the top toolbar -

Display slides are as follows: Circles Dashboard, YTD Dashboard, Activities Dashboard, Leaderboards.

Additional information on utilizing Display Mode can be found in this KB article.

When sharing forms an additional selection is now available called 'Transaction Email Addresses'. Any email address associated with the transaction (from user selections, email fields or custom email fields) will populate as a recipient selection here.

New features:

Improvements to existing functionality:

You can access this report by navigating to Reports > Lead Source ROI by Lead Source.

The report lines all of your agents up side by side to see what your ROI is on any particular lead source. It essentially flips the x-axis and y-axis for the Lead Source ROI by Agent report. In order for us to effectively capture this, you MUST make sure that you go to Admin > Lead Sources > Counts and Expenses each month and enter the Expense, Total Lead Count, and Agent Lead Counts.

Once you've done this, you will be able to drill down and view this information for all agents for any lead source. This is also presented visually at the bottom of the page.

About ROI Percentage: We calculate ROI percentage using the following equation: ((Net Team GCI - Expenses) / Expenses)*100. When the ROI percentage is below 100%, the number should be red. Above 100% means you're making money, while below 100% means you're losing money.
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About the "At Bat" Column: Remember that the At Bat column reflects all leads that an agent had the opportunity to pursue. Since the same lead can be distributed to multiple agents, the At Bat number reflects agent opportunity as opposed to the actual number of leads an agent worked with.

We've added some new fields to the team profile (accessible by Admin and TC users) which can be found by navigating to Admin > Team Settings > Profile.

You can now select a Primary Team owner, add a custom label for the Team Owner and the Agent. Selections here will be displayed in 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.

When a contact is apart of multiple Sisu teams they will now have the ability to choose the team they're currently working with when logging into the Client Portal.

We've added a checkbox on the Client Portal Roadmaps that allows you to reorder the Roadmap Steps by due date.

Improvements to existing functionality:

We changed the default date range to ‘This Month’ for all Dashboards.

Users now have the ability to click data points on the CEO Dashboard, which will route to the associated transactions on the Transaction Page.

*Please note that we have a known issue with the Pending data click throughs. This

is scheduled to be resolved with the next Product Release (appx. 2 weeks).

The preference ‘Include ROI expenses on the Income Report’ has been updated to include the Admin Dashboard.

When a user sends an email from a transaction form, the formatting has been updated to include bold font, bullet points and paragraphs.

When a Roadmap is applied to a Client in the Client Portal the Roadmap Steps will always appear in chronological order as transaction dates are added.

When you navigate to the Documents Tab within a transaction it will now default to the Line view (rather than the Folder view). You will also be able to assign the Document Type, Approve or Reject the document in line view.

You can click “Folder View” to adjust the view back.

You can click the “Required” box to open the Required Document list and view which documents have been approved or rejected.

You will now have access to view the Income Report in Next.

Enhancements have been made to include Secondary Agent Income and any income Users receive when they are marked as an “Entity” on the Commission Form.

Admins and TC’s will be able to see Secondary Agent and Entity income in the “Totals” table at the bottom of the report when viewing the “Team” scope. Note that you will only see the Net Income- not the transaction data. That will remain visible for the Lead Agent only.

They will also be able to see it when selecting to view an individual user in the scope.

Users will see the additional income when they view their individual Income Reports:

New features:

Improvements to existing functionality:

Users will be able to send a Welcome Email to a second contact's email address. The second contact will then be able to use their credentials to log in. This is only available on Sisu NEXT!

We've added the following reports to the Report sidetab:

Currently, teams can specify their "notification window," which tells Sisu the hours in each day when emails can be sent out. But what about those who don't want emails sent on holidays or other specific dates? Now in NEXT, we've added the ability for admins to specify blackout dates! These dates are an exception to your notification window, which means that emails won't be sent on these dates. You can set holidays as blackout dates or create custom blackout dates.

There's now a search bar at the top of Sisu. Use it to easily find contacts! It can also be used to help navigate to certain pages in Sisu.

Task Notifications that have been set to "Adhere to business hours" are being sent at the beginning of each team's notification delivery window.

We've updated how percentages appear on the BETA Circles Dashboard. Remember that these percentages reflect how much of the cohort has progressed through your pipeline.

New features:

Improvements to existing functionality:

We've added the following report to the Report sidetab:

When filtering the new BETA Circles Dashboard by cohort, you'll see cohort conversion metrics below the circles.

While the conversion rates for the pacer circles look at progress from circle to circle (status to status), the cohort conversion rates are showing you how much of the original cohort has progressed to each status.

The Transaction History shows a record of every change made to the transaction. We've added timestamps now so you know exactly when each change was made.

This new filter will allow you to further customize the data you see on the CEO Dashboard. Once on the CEO Dashboard, the filter button is in the top-right corner of the screen.

On the Circles Dashboard, the buyer and seller Signed circles now follow the Appointment Met circles. We made this change to comply with industry changes.

New features:

Improvements to existing functionality:

You'll see that a Beta Circles Dashboard now appears in your list of Dashboards.

This is a new Circles Dashboard, but we wanted you to try it out before we replaced the current Circles Dashboard. Please let us know what you think about it or if you notice any bugs. You'll have access to both the current and the new Circles Dashboard until we combine them (we estimate this could take 2-4 weeks).

This new Circles Dashboard uses a filter (identical to the Transaction Filter on the Transactions screen) that allows you to change how your data on the Circle Dashboard is displayed. For example, now you can use the "Transaction Dates / Cohort Analysis" filter to display the data from a specific group of transactions and a certain time (sometimes referred to as a cohort). This allows you to see how different cohorts have progressed without worrying if transactions from other months are muddying the cohort data.

We've added the following reports to the Reports sidetab:

We've updated the text editor that you use to create email templates for your notification emails. Previously, the text editor had no ability to style text without the use of HTML. With our new and improved editor, HMTL is no longer necessary (or supported). You can now do the following with the click of a button:

Now, when sharing documents from Sisu, we've added the "Email Template" drop-down as an option so you can select an email template to apply to the email. We've also included the new text editor so you can easily style your email.

Users are now able to add a fraction of an Activity in the Record tab of Next. For example, now you could enter 2.5 into an Activity called "Hours Prospecting." The Dashboards, Reports, and leaderboards have been updated to show up to 2 decimal places.

New features:

You'll now find a Reports sidetab on the left side of your screen. This is where all of Sisu's reports will eventually be found. With this release, we've added the following Classic reports to NEXT:

The columns found in the Transaction Stages Board, the Transaction Statuses Board, and the Task Board can each contain countless tiles. However, since only a few tiles are visible at a time, it can be unclear exactly how many total tiles are in each column. Because of this, we've added a counter at the top of each column so that it's easy to tell the total number of tiles in each column.

Admins can now create tasks that will autocomplete as soon as a document is uploaded.

When admins create tasks, they can use the "Autocomplete Document" Type drop-down menu (see screenshot below) to select a document that will complete the task.

Once the task is added to a task list that is then applied to a transaction, users can click on the task and upload a document. They can also select a folder to upload it to. Once you upload the document, the task is completed and the document is stored in the Documents tab of the transaction.

New features:

Improvements to existing functionality:

In this release, we've added into NEXT the following admin features from Classic:

We've also added some new features:

You can now lock a transaction from within its Settings tab.

--How do I find the Settings tab in a transaction?--

1. Go to Transactions > Transactions.

2. Click in-line with a transaction to open it.

3. Click the "Settings" tab at the top of the screen.

4. The new Lock setting is at the top of the screen that appears.

We've built a special Dashboard just for admins! This new Dashboard shows a wide array of statistics at a glance:

--How do I get to the CEO Dashboard?--

1. Go to Dashboards > Team Dashboard. The Circles Dashboard opens by default.

2. At the top of the screen, click the "CEO Dashboard" tab.

But for a quick link to your CEO Dashboard, click here. :)

Cohorts are groups of transactions that started around the same time. By adding a Cohort Analysis section to the Transaction Dates drop-down in the Transaction Filter, it will be easier to use the Transactions screen to see how different cohorts are progressing.

You can set a date range and then choose from the following key dates:

You'll see all transactions that have the specified key date entered in the corresponding Sisu field, but a transaction will only appear on the Transactions screen if the key date falls inside the specified date range.

--Where do I find the new cohort options?--

1. Go to Transactions > Transactions.

2. Click the filter icon on the right side of the screen to open the Transaction Filter.

3. Scroll down and you'll see the "Transaction Dates / Cohort Analysis" field.

New features:

Improvements to existing functionality:

You can now choose which page opens by default when you log into Sisu.

--Where can I set my default landing page?--

1. Go to Account > Default Settings.

2. Click the "Default Landing Page" drop-down and select a page from the list. When you log into Sisu, the page you select opens by default.

In the admin settings in Classic, admins can decide which groups to exclude from group Leaderboards in NEXT.

--Where do admins go to exclude groups from Leaderboards?--

1. In Classic, go to Admin > Team Settings.

2. In the menu on the left, click "Groups."

3. Click the "Exclude from Leaderboards" checkboxes to exclude groups from leaderboards.

When you're using the Goal Calculator, the monthly and yearly goals derived from the Goal Drivers appear on the right in the Goal Summary section. Previously, these numbers weren't editable. We've changed this so that you can edit the numbers. When you adjust a yearly goal, the monthly goal is automatically adjusted and vice versa.

--Where can I find the Goal Calculator?--

1. Go to Account > Goals.

2. Click the "Edit With Goal Calculator" button in the Yearly Goals section to open the Goal Calculator.

When working in the Goal table, pressing Tab on your keyboard will move the cursor down the column instead of to the right.

--Where can I find the Goal table?--

1. Go to Account > Goals.

2. The Goal table is below the Yearly Goals section.

New features:

Improvements to existing functionality:

When users want to email transaction form data to someone, they can now preview the email before sending it. This will be especially useful for those using merge fields and HTML in their emails.

--How do I preview an email?--

1. Go to Transactions > Transactions.

2. Click in-line with a transaction to open it.

3. Click either the share icon or the "Share Form" button. This opens an email window.

4. Scroll down to the bottom of the email window, and click the "Preview Message" button to see what the email will look like to your email recipients.

We've added a drop-down on the Dashboard next to the Scope and Date drop-downs. This allows you to filter the data on the Dashboard so you can see which numbers are associated to 1 or more lead sources.

--How do I use the Lead Sources drop-down on the Dashboard?--

1. Go to your Dashboard. (Team Dashboards and the Snapshot also have the drop-down.)

2. Click the Lead Source drop-down.

3. Click the checkboxes in-line with different lead sources. The Dashboard's data will then only show data for those lead sources.

We're adding new settings that allow vendors to have access to the Client Uploads folder in Client Portal.

First, we're adding a new team setting, which is available in Classic. It's called "Allow Vendors to see the Client Uploads folder and documents inside in the Client Portal." This setting allows admins to either give or restrict access by default.

Second, we're also adding a setting to each transaction so the team setting can be overridden when necessary. This setting is going to be available only in NEXT in a new transaction tab called Settings. Select "Yes" to give vendors access to the Client Uploads folder, and select "No" to restrict. "Team default" will be selected by default, which just means that until you say otherwise, Sisu will use the team setting.

--Where can admins and TCs find the new team setting?--

1. In Sisu Classic, go to Admin > Team Settings.

2. In the menu on the left, click "Preferences."

3. The new setting is in the Miscellaneous section, which is the first section on the page. It's called "Allow Vendors to see the Client Uploads folder and documents inside in the Client Portal."

--Where can I find the transaction-level setting?--

1. In Sisu NEXT, go to Transactions > Transactions.

2. Click in-line with a transaction to open it.

3. Click the Settings tab at the top of the screen. This pulls up the transaction-level settings.

We're adding new settings that allow contacts and vendors to have access to the General folder in Client Portal.

First, we're adding a new team setting, which is available in Classic. It's called "Show General folder and documents inside to Contacts and Vendors in the Client Portal." This setting allows admins to either give or restrict access by default.

Second, we're also adding a setting to each transaction so the team setting can be overridden when necessary. This setting is going to be available only in NEXT in a new transaction tab called Settings. Select "Yes" to give contacts and vendors access to the General folder, and select "No" to restrict. "Team default" will be selected by default, which just means that until you say otherwise, Sisu will use the team setting.

--Where can admins and TCs find this new setting?--

1. Go to Admin > Team Settings.

2. In the menu on the left, click "Preferences."

3. The new setting is in the Miscellaneous section, which is the first section on the page. It's called "Show General folder and documents inside to Contacts and Vendors in the Client Portal."

--Where can I find the transaction-level setting?--

1. In Sisu NEXT, go to Transactions > Transactions.

2. Click in-line with a transaction to open it.

3. Click the Settings tab at the top of the screen. This pulls up the transaction-level settings.

You can now filter the Transaction screen by locked and unlocked transactions. This means you can decide to see only locked transactions or only unlocked transactions on the Transaction screen.

--How do I filter the Transactions screen by locked transactions?--

1. Go to Transactions > Transactions. This opens the Transactions screen.

2. On the right side of the screen, click the filter icon. This opens the Transaction Filter.

3. Under the Locked Transactions section at the top of the filter, click either "View Locked" or "View Unlocked."

4. Click the "Apply Filter" button at the bottom of the filter.

Previously, when you needed to select a date in Sisu, 2 calendars appeared so you could select your start and end date. Now, only 1 calendar appears. Click one to mark a start date for the date range and click again to mark an end date. Then click the "Apply" button to select the marked date range.

New features:

Improvements to existing functionality:

Recently we added the ability to sort tasks in a transaction by clicking column headers. We've now added a "Reset" button, which allows users to undo all sorting with the click of a button.

--Where is the new Reset button?--

1. Go to Transactions > Transactions.

2. Click in-line with a transaction to open it.

3. Click the "Tasks" tab at the top of the screen.

4. The "Reset" button is in the top-left corner next to the Task List drop-down.

Previously, if you wanted to attach a document to an email sent from Sisu, you could only include a link to the document. Now in NEXT, you can attach an actual document, like a PDF, to any email you send from Sisu. The size cap is 25 MB.

--When sending an email in Sisu, how do I Include a file as an attchment?--

In the email window, click the "Send files as attachment" checkbox. There are several ways to send an email from Sisu, so let's look at what this process looks like when sharing form data via email.

1. Go to Transactions > Transactions.

2. Click in-line with a transaction to open it.

3. Click either the share icon or the "Share Form" button. This opens an email window.

4. Scroll to the bottom of the window and select the files you want to include. Then click the "Send files as attachment" checkbox.

In Leaderboards, we've added a new group view that shows each group in your team instead of individuals. Each group will have its own line and will show the group's totals.

--How do I get to the "Summarize by Group" view?--

1. Go to the Leaderboards tab on the left side of the screen. This opens the Leaderboards screen.

2. In the top-left corner, click the "Scope" drop-down and select a team in the "Team (Summarize by Group)" section.

We've increased the size of the intake form drop-down that appears in each transaction. This drop-down allows you to switch bewteen your different transaction forms.

--Where is the intake form drop-down?--

1. Go to Transactions > Transactions.

2. Click in-line with a transaction to open it. The Forms tab is selected by default. The intake form drop-down is in the top-left corner.

In Classic, you have the ability to manually send notification emails that haven't been sent because the trigger date is 5+ days in the past. In this scenario, you can click the the "Send" button that appears in-line with the notification task in the task list. We've added this "Send" button to NEXT as well so you can manually send backdated notification emails.

To learn more about this feature, check out this entry from the 2023 release notes for Sisu Classic