Sisu

Kayla Latta

Alex Masterson

Get started with Sisu or expand your knowledge.

Onboarding - Admins & TCs

This article reviews each section located under Admin > Team Settings.

Customizing Your Team Settings

Setting Up Forms

Adding Fields To A Form

Creating Custom Fields

Admin & TC users can share important view-only information to Agents & ISA users while keeping it secure from accidental data changes. 🔐

Securely Sharing Transaction Data with View Only Fields

Create new, edit existing and adjust Activity visibility.

Creating & Editing Activities

Configuring Lead Sources

Configuring Transaction Tags

Learn how to customize and utilize the Stage and Status Boards.

Setting Up Your Transaction Boards

Setting Up A "Reply" Email Address For Sisu Emails

Setting Up Sisu

Team Dashboard Overview

Understanding the Data on the CEO Dashboard

Dashboards

This article provides steps on how Admin/TC users can create Task Lists and Tasks.

Creating Task Lists and Tasks

Creating Task Notifications And Notification Templates

Customizing Notification Sending Timeframes

This article provides steps on how Admin/TC users can edit, delete and duplicate Task Lists.

Editing, Deleting & Duplicating Task Lists

This article provides steps on how Admin/TC users can edit and delete Tasks.

Editing, Deleting & Removing Tasks

Task Management

Setting Goals for Your Agents and Your Team

Goal Setting

Importing Your Clients & Transactions

Importing Your Users

Importing Your Vendors

Importing Your Tasks & Task Lists

Importing Your Team's Activities

Importing your past transactions, users, vendors, activities and tasks.

Importing Your Data

Setting Up Your Commissions

Using The Commission Form & Generating CDA's

How to setup and utilize the Commission Form as well as Cap tracking.

Commission Tracking

Managing, Uploading & Emailing Documents

Reviewing Documents

Information on how Admins & TCs will utilize the Documents feature within Sisu.

Documents

Sisu integrates with tons of systems and platforms. Here is our list and how to connect them.

Integrating Your CRM and Other Systems with Sisu

Skyslope Integration

Integrating Your CRM & Other Systems With Sisu

Integrations

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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