FAQ

What's the best way to contact support?

Use the chat widget to get quick and efficient help.

Written by Alex Masterson
Updated yesterday

How do I send a password reset email to one of my team/brokerage users?

Provide rapid service to your team so that they stay engaged

Written by Frank Felice
Updated yesterday

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.

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Written by Shane Taylor (OLD)
Updated over a week ago

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

Check this out. 👇🏽

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.

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Written by Shane Taylor (OLD)
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.

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Written by Shane Taylor (OLD)
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 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. 🌎

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. 🔐

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.

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. 👩🏾‍💻

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.

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.

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Written by Shane Taylor (OLD)
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.

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.

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. 🛒

Written by Frank Felice
Updated over a week ago

How do I email transaction details?

Keep everyone in the loop with direct transaction emails.

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. 😎

Written by Frank Felice
Updated over a week ago

How do I set up automated task emails?

Keep everyone in the loop with automated emails. 📧

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.

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. 📊

Written by Frank Felice
Updated over a week ago

How do I merge duplicate transactions?

Duplicates happen... we've got you covered. 🏠 + 🏠

Written by Frank Felice
Updated over a week ago

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

Sisu has three different environments you can work with ⚙️

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.

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.

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

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.

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.

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 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.

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

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Written by Shane Taylor (OLD)
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

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.

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Written by Shane Taylor (OLD)
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.

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Written by Shane Taylor (OLD)
Updated over a week ago

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.

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Written by Shane Taylor (OLD)
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.

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Written by Shane Taylor (OLD)
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 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.

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Written by Shane Taylor (OLD)
Updated over a week ago

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)

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Written by Shane Taylor (OLD)
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

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

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

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

How do I report on and view multiple Sisu teams?

Sisu organizations provide an additional high-level view of multiple teams.

Written by Frank Felice
Updated over a week ago

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.

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Written by Shane Taylor (OLD)
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.

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Written by Shane Taylor (OLD)
Updated over a week ago

How do I analyze my "Lost" transactions?

Provide training to your team member based on your lost transaction reasons.

Written by Frank Felice
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

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

What is the difference between Sisu Premier and Sisu Essentials?

On the fence on the best version for your team?

Written by Frank Felice
Updated over a week ago

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

How do I become a Sisu Ambassador and generate passive income?

Run your own referral business with the Sisu Affiliate Program.

Written by Zac Muir
Updated over a week ago

How does the Recruiting Platform work?

Here is a demo / tutorial of the Recruiting Platform if you have this feature.

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Written by Shane Taylor (OLD)
Updated over a week ago