Getting Started / Onboarding

We're so excited to have you here with us! Follow these steps to prepare yourself for success.

24 articles in this collection
Written by Zac Muir, Lauren Luker, Yves Robinet and 1 other

Step 1: Learn the Basics

Join Us for Sisu 101

Written by Alex Masterson
Updated over a week ago

Use the Chat Bubble to Contact Support

Use the chat bubble to get quick and efficient help.

Written by Alex Masterson
Updated over a week ago

Step 2: General Onboarding

General Onboarding

This video talks about the Sisu platform. All users should watch this carefully.

Written by Zac Muir
Updated over a week ago

How Your Agents Will Use Sisu Daily

Here is how your agents will use Sisu daily, whether they're at home or on the go.

Written by Alex Masterson
Updated over a week ago

Using Sisu on Your Cell Phone

This article shows you the best way to use Sisu on a mobile device.

Written by Alex Masterson
Updated over a week ago

Setting Up Your Transaction Stages Board

Written by Alex Masterson
Updated over a week ago

Step 3: Set Up Forms and Fields

Setting Up Forms

Sisu's forms are essential if you want to save time and increase efficiency.

Written by Alex Masterson
Updated over a week ago

Adding Fields to a Form

Customize your forms by adding your own fields.

Written by Alex Masterson
Updated over a week ago

Creating Custom Fields

Written by Alex Masterson
Updated over a week ago

Step 4: Understand Commissions

Tracking Your Commissions in Sisu and Creating a CDA

Factor in brokerage fees, royalties, transaction fees, splits, and more with our commission form!

Written by Zac Muir
Updated over a week ago

Setting Up and Tracking 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 Alex Masterson
Updated over a week ago

Step 5: Set Up Tasks

Setting Up Task Lists and Tasks in Sisu

Written by Alex Masterson
Updated over a week ago

Setting Up Task Statuses

Written by Alex Masterson
Updated over a week ago

Making Changes to Tasks in a Transaction

Written by Alex Masterson
Updated over a week ago

Getting to Know the Task Manager

Written by Alex Masterson
Updated over a week ago

Step 6: Set Goals

Setting Goals for Your Agents and Your Team

How to set goals for your agents and your team.

Written by Alex Masterson
Updated over a week ago

Step 7: Import Your Past Data

Importing Your Team’s Users into Sisu

Written by Yves Robinet
Updated over a week ago

Importing Your New Recruits into Sisu

This article applies only to Sisu's Recruiting & Onboarding platform

Written by Yves Robinet
Updated over a week ago

Importing Your Past Sales Transactions into Sisu

Written by Zac Muir
Updated over a week ago

Downloading CTE spreadsheets

If you're using CTE spreadsheets, download them for a direct import into Sisu.

Written by Zac Muir
Updated over a week ago

Importing Your Task Lists and Tasks into Sisu

Written by Yves Robinet
Updated over a week ago

Importing Your Vendors into Sisu

Written by Yves Robinet
Updated over a week ago

Importing Your Team's Activities

Sisu can import your team's past activities.

Written by Lauren Luker
Updated over a week ago

Step 8: Integrate Your Existing Platform with Sisu

Integrating Your CRM and Other Systems with Sisu

Sisu integrates with tons of systems and platforms. Here is our list and how to connect them.

Written by Alex Masterson
Updated over a week ago