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Getting Started / Onboarding
Getting Started / Onboarding
Getting started and onboarding with Sisu is easy. Here are the steps to get it set up.
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10 articles in this collection
Written by
Sheri McCartney,
Zac Muir,
Lauren Luker
and 1 other
Step 1: Download our mobile app
Download the Sisu mobile app for iOS (iPhone) or Android
Here is the link to download the Sisu mobile app for iOS (iPhone) as well as the link for the Android version.
Written by
Sheri McCartney
Updated over a week ago
Step 2: Import your past data
Import your team members into Sisu
If you have a lot of team members, here is how you can import them into Sisu.
Written by
Zac Muir
Updated over a week ago
Import your team’s past sales transactions into Sisu
Visualize your historical spreadsheet data with Sisu. Here's how you can help us with this.
Written by
Sheri McCartney
Updated over a week ago
If you are using CTE spreadsheets, download them for a direct import into Sisu
We can import your CTE spreadsheets directly. Here is how to download them.
Written by
Sheri McCartney
Updated over a week ago
Import your team's Activities
If desired, we can import your team's past Activities (lead measures).
Written by
Lauren Luker
Updated over a week ago
Step 3: Watch required training videos and follow along
General onboarding
This video talks about the Sisu platform. All users should watch this carefully.
Written by
Shane Taylor
Updated over a week ago
How your agents will use Sisu daily
Here is how your agents will use Sisu daily using the web app and the mobile app.
Written by
Shane Taylor
Updated over a week ago
Set goals for your agents and team
How to set goals for your agents and your team.
Written by
Zac Muir
Updated over a week ago
Track your commissions In Sisu and create 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
Step 4: Integrate your existing platforms with Sisu
Integrate 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
Shane Taylor
Updated over a week ago