Onboarding for Admins
We're so excited to have you here with us! Follow these steps to prepare yourself for success.
By Alex and 3 others4 authors26 articles
- Setting Up Your Commissions in SisuThis article is for admin and TC roles only.
- Setting Up CDA InstructionsThis article is for admin and TC roles only.
- Setting Up and Tracking Commission CapsHere is how you can set up your Brokerage and Royalty commission caps and how to apply them in the Commission Form.
- Setting Up Task Lists and Tasks in SisuThis article is for admin and TC roles only.
- Setting Up Task StatusesThis article is for admin and TC roles only.
- Managing Transaction Tags In SisuThis article is for admin and TC roles only.
- Making Changes to Tasks in a Transaction
- Getting to Know the Task Manager
- Importing Your Users Into SisuThis article is for admin and TC roles only.
- Importing Your New Recruits into SisuThis article is for admin and TC roles only. It only applies to Sisu Recruiting.
- Importing Your Past Sales Transactions into SisuThis article is for admin and TC roles only.
- Downloading CTE spreadsheetsThis article is for admin and TC roles only.
- Importing Your Task Lists and Tasks into SisuThis article is for admin and TC roles only.
- Importing Recruiting Tasks and Task Lists into SisuThis article is for admin and TC roles only. It only applies to Sisu Recruiting.
- Importing Your Vendors into SisuThis article is for admin and TC roles only.
- Importing Your Team's ActivitiesThis article is for admin and TC roles only.