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FAQ
FAQ
Frequently Asked Questions (FAQ) for Sisu
+2
55 articles in this collection
Written by
Sheri McCartney,
Zac Muir,
Lauren Luker
and 2 others
Support
How do I ensure I'm getting the best support from our Success Team?
You can request support from Sisu in two primary ways. This article shows how to do it as well as how NOT to do it - and the reasons why.
Written by
Shane Taylor
Updated over a week ago
How do I send a password reset for one of my team/brokerage users (admin only)?
Provide rapid service to your team so that they stay engaged
Written by
Frank Felice
Updated over a week ago
How do I change a password for one of my team/brokerage users (admin only)?
Provide rapid service to your team so that they stay engaged!
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.
Written by
Shane Taylor
Updated over a week ago
Configuration
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.
Written by
Shane Taylor
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.
Written by
Shane Taylor
Updated over a week ago
How can I group agents together?
Here is how you can group agents together for Dashboard, Challenges, and Reporting purposes.
Written by
Shane Taylor
Updated over a week ago
What is the difference between Activities and Metrics in Sisu?
Metrics are clickable. Activities are not.
Written by
Zac Muir
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.
Written by
Zac Muir
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. 😎
Written by
Frank Felice
Updated over a week ago
Tracking and Navigating Your Data in Sisu
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.
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
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.
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.
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.
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. 👉🏽
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.
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.
Written by
Sheri McCartney
Updated yesterday
How do I forecast my closed transactions and income in Sisu?
Here are all the options for forecasting closings, commissions, and income in Sisu.
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)
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.
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
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.
Written by
Sheri McCartney
Updated over a week ago
Commissions
How do I use the Commission Form to track my commissions?
Here is how to use our Commission Form to track your commissions, referrals, and other commission adjustments and generate a CDA.
Written by
Shane Taylor
Updated over a week ago
How do I set up and track my commission caps?
Here is how you can set up your Brokerage and Royalty commission caps and how to apply them in the Commission form.
Written by
Shane Taylor
Updated over a week ago
Team Members / Roles
How do I add my team members to Sisu?
Here is how you can add a team member to Sisu as an Agent, Admin, ISA, or TC.
Written by
Shane Taylor
Updated over a week ago
What are the roles in Sisu and how are they different?
Here are the main differences between the various roles in the Sisu platform.
Written by
Shane Taylor
Updated over a week ago
How do I change a Sisu user's role?
You can easily change a user's role in Admin > Users. This shows you how.
Written by
Frank Felice
Updated over a week ago
How does an ISA work in Sisu?
Tons of teams and brokerages use Sisu to dial in their ISA model. Here's how tracking works for ISAs!
Written by
Zac Muir
Updated over a week ago
How does a Transaction Coordinator (TC) work in Sisu?
Here is how your TC's can work with your agents.
Written by
Zac Muir
Updated over a week ago
Task / Project Management
Task and Project Management in Sisu
Manage your task workflows the same way you would manage your sales team. Build your task lists and tasks to scale!
Written by
Zac Muir
Updated over a week ago
How can I save Documents for a transaction?
You can save, track, and approve required and non-required documents for a transaction.
Written by
Shane Taylor
Updated over a week ago
Gamification / Visualization
How do Challenges work in Sisu?
Gamification and team contests can help your team reach higher goals through friendly competition. Here is how to configure challenges.
Written by
Lauren Luker
Updated over a week ago
What is the best strategy for my Contests / Challenges?
Here is how we recommend running your Contests / Challenges.
Written by
Sheri McCartney
Updated over a week ago
How do I display Sisu on a TV monitor?
Here's how we recommend showing Sisu on a flat panel / TV monitor on you wall.
Written by
Zac Muir
Updated over a week ago
How can I share Dashboards and Challenges using public links?
You can share your Dashboard as well as Challenges using public links that don't require logging in to Sisu (useful for TV display)
Written by
Shane Taylor
Updated over a week ago
How do I display Sisu fullscreen?
Here is how to show Sisu in fullscreen Display Mode.
Written by
Zac Muir
Updated over a week ago
Vendors
How do I add my vendors to Sisu?
Add in all the vendors you work with regularly and keep track of how many transactions they are a part of
Written by
Lauren Luker
Updated over a week ago
Mobile
How do I add and track data in Sisu?
Here is how to add and track data in Sisu from start to finish.
Written by
Zac Muir
Updated over a week ago
Adding Additional Tiles for Mobile App (iOS)
Written by
Zac Muir
Updated over a week ago
Notifications
How do I set up team notifications?
Keep your team motivated with custom notifications sent to their phone every time they make progress with a client.
Written by
Lauren Luker
Updated over a week ago
Reporting
Holding agents accountable with the Agent Accountability Report and Dashboard
The Dashboard and the Agent Accountability Report are your most powerful tools to hold your agents accountable to their goals.
Written by
Shane Taylor
Updated over a week ago
How do I track Net Income and Net GCI in Sisu with the Income Report?
Tracking Net Income and Net GCI in Sisu using Expenses, the Commission Form, and the Income report.
Written by
Shane Taylor
Updated over a week ago
How do I set up and report on my lead sources?
Get the most out of your monthly lead source expenses using the lead source reports in Sisu.
Written by
Frank Felice
Updated over a week ago
Account Management
How do I reset or change my password?
Resetting your password if you can't log in or changing it normally is easy to do.
Written by
Zac Muir
Updated over a week ago
How do I add or update my profile picture?
How to add or change your profile picture in Sisu
Written by
Lauren Luker
Updated over a week ago
Manage Your Sisu Subscription
How do I manage my Sisu subscription and billing?
Update your billing method, update your subscription
Written by
Sheri McCartney
Updated over a week ago
How do I add or assign existing Sisu users as a billing administrator?
Written by
Frank Felice
Updated over a week ago
How many user licenses do I have available?
Written by
Frank Felice
Updated over a week ago
How do I make a Sisu user inactive?
Written by
Frank Felice
Updated over a week ago
How do I purchase additional Sisu licenses and download my billing history?
Written by
Frank Felice
Updated over a week ago
How do I revise or add a payment method?
Written by
Frank Felice
Updated over a week ago
How do I cancel my Sisu subscription?
How to cancel your Sisu subscription.
Written by
Sheri McCartney
Updated over a week ago
Affiliates
How do I become a Sisu affiliate and generate passive income?
Run your own referral business with the Sisu Affiliate Program.
Written by
Zac Muir
Updated over a week ago
Recruiting Platform
How does the Recruiting Platform work?
Here is a demo / tutorial of the Recruiting Platform if you have this feature.
Written by
Shane Taylor
Updated over a week ago