FAQ Articles
Frequently asked questions about all things Sisu
By Zac and 5 others6 authors86 articles
- Where can I find training videos? 🎬Before jumping into the 101 topics, start with our guide here!
- How can I change my password?
- How can an admin help another user change their own password?Admins can send a Password Reset email to any user.
- How does an admin change the password for one of their users?
- What do I do if I'm having trouble logging into Sisu?Are you having trouble getting into your account? Have you forgotten either your login email or your password? This article can help you.
- How do admins send the Welcome email to new users?This article helps admins send the Welcome emails to new users.
- Where can an admin find a user's login email?
- How do I add or update my profile picture?How to add or change your profile picture in Sisu
- What is the Gmail integration in Sisu and how does it work?
- How do I add a new transaction?This article helps you add a transaction to the Transactions screen.
- How does an admin insert a transaction link into an email template?Check this out. 👇🏽
- How can an admin group users together?Here's how you can group agents, coaches, TCs, ISAs, and your admins together for Dashboard, Challenges, and Reporting purposes.
- How can I create links for data entry forms that can be used outside of Sisu?Use your data entry form links in other systems, website links to ensure data entry is quickly accessible from anywhere. 🌎
- How do admins use view-only fields to share key transaction data and keep the data safe from changes?Admins can share important view-only information while keeping it secure from accidental data changes. 🔐
- How do admins create Sisu forms that are only available to certain Sisu groups?Admins can set up forms for only certain groups.
- How do admins create agent-only or ISA-only forms?Admins can streamline data entry by restricting access to certain forms. 👩🏾💻
- How do admins create admin/TC-only forms?Your data is valuable. Keep it secure from accidental data changes, and restrict access to transaction fields.
- How do admins configure the Activities they want to track?This shows how to configure the Activities you want to track (and possibly lock) as soon as you start using Sisu.
- How do I export and print key Sisu reports?Save a tree and view your pretty reports on screen. That being said, you can kill a 🌲 if needed.
- What's the difference between Activities and Metrics in Sisu?Metrics are clickable. Activities are not.
- How do admins track Transaction Stages?One stop shop for Sisu transactions. 🛒
- How do I email transaction details?Keep everyone in the loop with direct transaction emails.
- How do admins give other Sisu users the ability to export/download transactions?Sometimes spreadsheets can be cool - we give you the ability to leverage your Sisu data into spreadsheets. 😎
- How do I download Activity data and give other users permissions to download?Your data is powerful and expensive. Keep it secure from download and give key team members download access.
- How do admins lock Sisu Conversations from being manually incremented? (if they are added from a CRM integration instead)Take control of your data accuracy. 📊
- How do I merge duplicate transactions?Duplicates happen... we've got you covered. 🏠 + 🏠
- How do admins restrict agent access to GCI data?Restricting Agent Access to GCI Information
- How do admins set up document categories and types?
- How do I troubleshoot making a copy in Google Drive?
- How do I reverse a status of Lost?If you have a Lost transaction that once again progresses, you can reverse the Lost status.
- How does the Platform Rankings table work?
- How do I use the @mention to notify other users?Missing notifications? Make sure you're properly formatting comments with @mention to notify users.
- How do I change my "Default Transactions Page Form"?
- How To Add Users To Your Team
- What are the user roles in Sisu and how are they different?Here are the main differences between the various roles in the Sisu platform.
- How does an admin change a Sisu user's role?You can easily change a user's role in Admin > Users. This shows you how.
- How does an ISA work in Sisu?Tons of teams and brokerages use Sisu to dial in their ISA model. Here's how tracking works for ISAs!
- How does a TC work in Sisu?Here's how your transaction coordinators can work with your agents.
- Where can admins find a user's ID in Sisu?
- How do admins set up notification emails?Want to email task reminders to your agents? Use Sisu's email templates and task notification triggers to send out these emails.
- Setting Up A "Reply" Email Address For Sisu EmailsKeep in touch with your vendors and clients by allowing them to respond to your Sisu emails.
- How can I have my Sisu notification emails sent from my personal Gmail account?This article explains how to sign up for the Gmail integration.
- How do I get Sisu notifications sent to Slack?
- Should admins use HTML in their notification templates?
- How do Challenges work in Sisu?Gamification and team contests can help your team reach higher goals through friendly competition. Here is how to configure challenges.
- What is the best strategy for my Contests / Challenges?Here's how we recommend running your Contests / Challenges.
- How do I display Sisu on a TV monitor?Here's how we recommend showing Sisu on a flat panel / TV monitor on you wall.
- How can admins share Dashboards and Challenges using public links?You can share your Dashboard as well as Challenges using public links that don't require logging in to Sisu (useful for TV display)
- How do I display Sisu fullscreen?Here's how to show Sisu in fullscreen Display Mode.
- How do I generate, print, and email the CDA?This article explains how to generate, print, and email the Commission Disbursement Authorization (CDA).
- How do admins create and manage Commission Form templates?Learn to create a Commission Form template, which you can use to quickly fill out certain fields in future Commission Forms.
- How do organization admins report on and view multiple Sisu teams?Sisu organizations provide an additional high-level view of multiple teams.
- How do admins hold agents and TCs accountable for using preferred vendors?Keeping your agents and preferred vendors aligned is vital to ensure MSA ancillary revenue
- How do admins hold agents accountable to their goals?The Dashboard and the Agent Accountability report are your most powerful tools to hold your agents accountable to their goals.
- How do I track Net Income and Net GCI in Sisu with the Income Report?Tracking Net Income and Net GCI in Sisu using Expenses, the Commission Form, and the Income report.
- How do admins analyze Lost transactions?
- How do admins set up and report on lead sources?Get the most out of your monthly lead source expenses using the lead source reports in Sisu.
- What's included in Sisu Premier?On the fence on the best version for your team?
- How do admins manage their Sisu subscription and billing?Update your billing method, update your subscription
- How does an admin allow other Sisu users to be a billing administrator?
- How do admins make a Sisu user inactive?
- How To Increase & Decrease User Licenses
- How do admins revise or add a payment method?
- How does an admin cancel their Sisu subscription?