Sisu

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

Kayla Latta

Setting Up Sisu

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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