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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 new transaction form.
Fill out all required fields and any others that apply to the transaction.
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 Form 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 Update at the bottom of the form, 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 form, the corresponding status won't appear in the Status drop-down. So if the SIGNED DATE field is missing from the form, the SIGNED status won't be available in the Status drop-down.
Orange fields affect the Dashboard: Orange fields correspond to Goals 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 corresponding progress tracker on the Dashboard goes up.
For example, if you enter a date for 1st Time Appt Met and your transaction is on the buyer's side, the Buyer Appointments Met progress tracker on your Dashboard will increase by 1.