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Adding a New Transaction
In Sisu, go to Transactions > Transactions. This brings up the Transactions screen.
In the top-right corner, click the plus icon. This opens a blank Transaction Overview.
Fill out all required fields and any others that apply to the transaction. Required fields are bolded.
Click Add at the bottom of the form. This adds your transaction to the Transactions screen.
Why are some of the fields in the Transaction Overview orange?
These fields are orange to highlight their importance in Sisu. They're important for the following 2 reasons:
Orange fields affect the transaction status: If you update an orange field and then click the Update button at the bottom of the overview, the transaction's status changes as well.
When all orange fields are blank, the status is Pipeline.
Updating 1st Time Appt Set changes the status to Appt Set.
Updating 1st Time Appt Met changes the status to Appt Met.
Updating 1st Showing Date changes the status to 1st Time Showing.
Updating 1st Offer Date changes the status to 1st Time Offer.
Updating Signed Date changes the status to Signed.
Updating Under Contract Date changes the status to Pending.
Updating Closed (Settlement) Date changes the status to Closed.
*IMPORTANT*: If any of the orange fields are missing from the Transaction Overview, the corresponding status won't appear in the Status drop-down. For example, if the Signed Date field is missing, the transaction won't be able to have a status of Signed.
Orange fields affect the Dashboard: Orange fields all have related goals that you can find on the Goals screen. This is why their progress is tracked and displayed on the Dashboard. So when you enter a date in one of the orange fields, the count on the corresponding pacer circle on the Dashboard increases by 1.
For example, if you enter a date for 1st Time Appt Met and the client is a buyer, the count on the Buyer Appointments Met pacer circle increases by 1.
