Want to send off emails to agents and ISA after the actual Appointment Date to ensure that the Appointment Set date was entered?

Getting data into Sisu in a timely and contextual manner can be tough. Now we make it a little easier with our automated and manual emails ability to reference specific transactions or even forms for quick data entry. Check out this quick overview video on how to set up links to your transactions and forms.
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​Video Note: To optimize viewing, watch this video on Loom. You can do this by clicking the square icon with an arrow coming out of it, which appears in the top-right corner of the video.

Also, note that we've renamed the Transaction Form, which appears in this video, to Transaction Overview.

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