Topics in this article:

Tracking Rentals and Referrals in Sisu

When you filter the Transactions screen by the Referral field or the Rental field, you can see all your referral/rental transactions (and the corresponding data) in one place. You'll just have to make sure that these fields are added to a form so that the filter will work.

*IMPORTANT*: When either the Referral field or the Rental field is set to Yes in a transaction (see screenshot below), this automatically gives away Dashboard credit. See the section below called What does it mean to give away Dashboard credit? for more information.

If you're an admin or TC and you need help adding either of these system fields to a form, check out this article in our Knowledge Base.

To filter the Transactions screen by rentals or referrals, do the following:

  1. Go to the Transactions screen.

  2. Click the filter icon in the top-right corner.

  3. In the filter, scroll down to the Yes/No section.

  4. Click the drop-down and select either Referral or Rental.

    Note: These menu options will only appear if the fields have been added to one of your forms.

  5. Select the Yes option and then click Filter. This filters the Transactions screen so you can see rental/referral transactions and their stats all at once.

  6. If you want to save this filter, click Save as New, enter a name for the filter, and click Save.

Giving Away Dashboard Credit for Rentals and Referrals

Topics in this section:

What does it mean to give away Dashboard credit?

When you give away Dashboard credit for a rental or a referral, the transaction itself (including its status and its relevance to any of your averages) is no longer counted in Sisu's data, which appears on the Dashboard and the Transactions screen. However, the money brought in by the transaction will still apply toward your total GCI and your total volume.

How do I give away Dashboard credit for rentals and referrals?

To quickly give away Dashboard credit for a rental or referral, either the Rental field or the Referral field must exist in a transaction's form and it must be set to Yes.

Note: If you're an admin or TC and you need help adding either of these system fields to a form, check out this article in our Knowledge Base.

To change the Rental or Referral field, do the following:

  1. Go to Transactions > Transactions.

  2. Click on a rental or referral transaction.

  3. In the menu on the left, click the form that contains either of these fields.

  4. Navigate to either the Rental field or the Referral field and set it to Yes.

  5. Scroll to the bottom of the form and click Update. This automatically gives away Dashboard credit.

Did this answer your question?