FAQ

Frequently Asked Questions (FAQ) for Sisu

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

How do I download / export transactions in Sisu?

You can download/export your Sisu transactions to a CSV file if your account has the necessary user permissions.
Shane Taylor avatar
Written by Shane Taylor
Updated over a week ago