Sisu

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

Configuring Lead Sources

Configuring Transaction Tags

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

Setting Up Your Transaction Boards

Learn how to log, categorize, and manage recurring expenses in Sisu, and where they appear in reporting.

Tracking Expenses

Deleting Transactions

Kayla Latta

Transaction Management

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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