FAQ

Frequently Asked Questions (FAQ) for Sisu

Zac Muir avatar Lauren Luker avatar Frank Felice avatar +3
77 articles in this collection
Written by Zac Muir, Lauren Luker, Frank Felice and 3 others
General

What's the best way to contact support?

Use the chat widget to get quick and efficient help.
Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

How can I help one of my team/brokerage users change their password?

Admins can send a password reset email to any user.
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do I change a password for one of my team/brokerage users?

Admins can change a user's password directly from Sisu.
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

Trouble logging in, didn't receive the Welcome email, or need to reset your password?

If you haven't received your welcome email, need to reset your password, or are having trouble logging in, here is what to do.
Shane Taylor avatar
Written by Shane Taylor
Updated over a week ago

How do I add a new transaction?

This article helps you add a transaction to the Transactions screen.
Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

How do I set up a "Reply" email address for my Sisu emails?

Keep in touch with your vendors and clients by allowing them to respond to your Sisu emails.
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do I 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.
Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

How do I insert my transaction link into an email template?

Check this out. 👇🏽
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

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

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?

Admins can share important 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 that are only available to certain Sisu groups?

Admins can set up forms for only certain groups.
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do I create agent-only or ISA-only forms?

Admins can streamline data entry by restricting access to certain forms. 👩🏾‍💻
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 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. That being said, you can kill a 🌲 if needed.
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

What's 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 email transaction details?

Keep everyone in the loop with direct transaction emails.
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

Additional Information About Automated Notification Emails

Keep everyone in the loop with automated emails. 📧
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

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.
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

How do I merge duplicate transactions?

Duplicates happen... we've got you covered. 🏠 + 🏠
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do I restrict agent access to GCI data?

Restricting Agent Access to GCI Information
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

How do I set up document categories and types?

Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

Troubleshooting Making a Copy in Google Drive

Yves Robinet avatar
Written by Yves Robinet
Updated over a week ago

How do I reverse a status of Lost?

If you have a Lost transaction that once again progresses, you can reverse the Lost status.
Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago
Tracking and Navigating Your Data in Sisu

Are you interested in beta testing upcoming Sisu features?

Sisu has 3 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 transaction statuses in Sisu work?

Each status represents a critical step in your clients' journeys.
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

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

Your buyer and seller transactions move at a different pace, so let's talk about how to reduce duplicate data entry.
Frank Felice avatar
Written by Frank Felice
Updated over a week ago

Navigating and Using the Transaction Screen

In this overview, let's talk about how to search, sort, filter, add or remove fields, and more.
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.
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 and VAs 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.
Zac Muir avatar
Written by Zac Muir
Updated over a week ago

How do I see a transaction's history of changes?

On the Transaction History screen, you can see what changes have been made to a transaction.
Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago