FAQ

Frequently Asked Questions (FAQ) for Sisu

Sheri McCartney avatar Zac Muir avatar Lauren Luker avatar +2
66 articles in this collection
Written by Sheri McCartney, Zac Muir, Lauren Luker and 2 others
Configuration

How do I set goals for my agents and team?

This article will show you how to set yearly and monthly goals for your agents and your team.
Shane Taylor avatar
Written by Shane Taylor
Updated over a week ago

How can I group users together?

Here is how you can group agents, coaches, TC's, ISA's and your Admins together for Dashboard, Challenges, and Reporting purposes.
Shane Taylor avatar
Written by Shane Taylor
Updated over a week ago

What are Forms, Fields, Transactions Forms in Sisu and how do I use them?

Forms create efficiencies in gathering and viewing transactional data in Sisu. They can create some very strong workflows.
Zac Muir avatar
Written by Zac Muir
Updated over a week ago

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. 🌎
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do I use view only fields to share key transaction data and keep the data safe from changes?

Your data is valuable - share key view only information while keeping it secure from accidental data changes. 🔐
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do I create Sisu forms only available to certain Sisu groups?

Keep your Sisu transaction forms streamlined and focused on your Sisu group performance.
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do I create Agent or ISA only forms?

Streamlining data entry ensures proper data collection & more accurate data. 👩🏾‍💻
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do I create Admin/TC only forms?

Your data is valuable - keep it secure from accidental data changes and restrict access to transaction fields.
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do I configure the Activities I want to track?

This shows how to configure the activities (custom or existing) you want to track (and possibly lock) as soon as you start using Sisu.
Shane Taylor avatar
Written by Shane Taylor
Updated over a week ago

How do I export and print key Sisu reports?

Save a tree and view your pretty reports on screen - however, kill a 🌲 if needed.
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

What is the difference between Activities and Metrics in Sisu?

Metrics are clickable. Activities are not.
Zac Muir avatar
Written by Zac Muir
Updated over a week ago

How do I add my Transaction Stages to my Sisu forms?

One stop shop for Sisu transactions. 🛒
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do I give 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. 😎
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do I export Activity data and give other users permissions to export?

Your data is powerful and expensive - keep it secure from download and give key team members download access.
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do I lock Sisu Conversations from being manually incremented? (if they are added from a CRM integration instead)

Take control of your data accuracy. 📊
Frank Felice avatar
Written by Frank Felice
Updated over a week ago
Tracking and Navigating Your Data in Sisu

Beta Test Sisu Features, or Test in a Safe Staging Environment

Sisu has three different environments you can work with ⚙️
Zac Muir avatar
Written by Zac Muir
Updated over a week ago

How do I do document reviews?

Take your document review process to the next level with Sisu.
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do statuses in Sisu work?

Here are the critical steps that your clients move through in their journey, and how these are tracked in Sisu in the Status column.
Zac Muir avatar
Written by Zac Muir
Updated over a week ago

What do the colors mean in Sisu?

Colors help you gauge your progress and health of your business at a glance
Zac Muir avatar
Written by Zac Muir
Updated over a week ago

How does the Snapshot page work?

The Snapshot page is one of the most popular pages in the Sisu platform. Here's how you can track your data with it.
Zac Muir avatar
Written by Zac Muir
Updated over a week ago

Navigating and using the transaction screen

Here is how to use our transaction screen to search, sort, filter, add/remove/reorder fields, and even export transactions.
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How to I enter, track and manage dual side transactions in Sisu?

Your buyer and seller transactions move at a different pace. We give you a quick utility to reduce duplicate data entry.
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

Drill Down Reporting from Team and Personal Dashboards

Knowing your personal and team numbers are a click away. 👉🏽
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do I track listings in Sisu?

Here is how you can manage and differentiate between pre-signed and live listings, as well as managing expiration dates.
Zac Muir avatar
Written by Zac Muir
Updated over a week ago

How do I track rentals and referrals in Sisu?

Sisu's commission forms provide maximum flexibility for tracking rental income & referrals.
Sheri McCartney avatar
Written by Sheri McCartney
Updated over a week ago

How do I forecast my closed transactions and income in Sisu?

Here are all the options for forecasting closings, commissions, and income in Sisu.
Zac Muir avatar
Written by Zac Muir
Updated over a week ago

How do I record my Activities in Sisu?

Here is how to record Activities (which are different than Metrics)
Lauren Luker avatar
Written by Lauren Luker
Updated over a week ago

How can Admins/VA's track activities for my agents?

For those agents that are difficult to get to track their activities - we make it easy for VA or Admin tracking on their behalf.
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do I track my expenses in Sisu?

This video describes the two places to track expenses in Sisu - Admin > Expenses and Admin > Lead Sources
Shane Taylor avatar
Written by Shane Taylor
Updated over a week ago

How do I remove (archive or delete) a transaction in Sisu?

Agents can mark a transaction as "Lost" (archive). Admins can delete them if they are duplicate / erroneous.
Sheri McCartney avatar
Written by Sheri McCartney
Updated over a week ago