Tracking OUTBOUND referrals (money going out) and Rentals:
How giving away dashboard credit affects the dashboard in-depth:
Note - You can't give-away / split the transaction amount (i.e. volume). You can only give-away the dashboard credit for the units. The transaction volume will all go to the primary agent assigned to the transaction.
Tracking INBOUND referrals (money coming in):
- If you want the inbound referral to count towards volume, create a regular Sisu transaction with the transaction amount set to the inbound referral amount.
- OR if you DON'T want it to count towards volume, set the transaction amount to 0.
- Set the GCI to the inbound referral amount.
- Give away the dashboard credit (so it won't count towards units) on the commission form like the above video references.
Identifying Referral or Rental Transactions in Sisu
In Admin > Team Settings > Form and Fields, you can add one or both of these "yes/no" fields to your form(s):
Then, on the Transactions page, you can filter on these fields.