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Onboarding - Admins & TCs
Onboarding - Admins & TCs
By Kayla and 1 other
2 authors
23 articles
Setting Up Sisu
Customizing Your Team Settings
Setting Up Forms
Adding Fields To A Form
Creating Custom Fields
Securely Sharing Transaction Data with View Only Fields
Configuring Lead Sources
Managing Transaction Tags In Sisu
Setting Up Your Transaction Boards
Setting Up A "Reply" Email Address For Sisu Emails
Learn the Basics
Understanding the Data on the CEO Dashboard
Task Management
Creating Task Lists and Tasks
Creating Task Notifications And Notification Templates
Customizing Notification Sending Timeframes
Managing Task Lists
Managing Tasks
Goal Setting
Setting Goals for Your Agents and Your Team
Importing Your Data
Importing Your Clients & Transactions
Importing Your Users
Importing Your Vendors
Importing Your Tasks & Task Lists
Commission Tracking
Setting Up Your Commissions
Using The Commission Form & Generating CDA's
Integrations
Integrating Your CRM and Other Systems with Sisu