Getting Started / Onboarding

Getting started and onboarding with Sisu is easy. Here are the steps to get it set up.

16 articles in this collection
Written by Sheri McCartney, Zac Muir, Lauren Luker and 4 others

Step: 1 Choose your onboarding package

Choose your Sisu onboarding package

Let us teach you how to fish. Or if you prefer, let our team do the fishing (and cooking). 🐠

Written by Frank Felice
Updated over a week ago

Step 2: 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 3: Import your past data

Import your Team’s users into Sisu

Written by Yves Robinet
Updated yesterday

Google Sheets issue - Unable to [Make a copy]

Try these steps if you are unable to [Make a copy] of a template

Written by Yves Robinet
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

Downloading CTE spreadsheets

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

Written by Sheri McCartney
Updated over a week ago

Import your Task List and Tasks into Sisu

This page applies only to White-Glove Implementation

Written by Yves Robinet
Updated over a week ago

Import your vendors into Sisu

This page applies only to White-Glove Implementation & Coaching

Written by Yves Robinet
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 4: Watch required training videos and follow along

How to use the @mention to notify users

Missing notifications. Properly formatting comments with @mention to notify users.

Written by Yves Robinet
Updated over a week ago

General onboarding

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

Written by Alex Masterson
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 (OLD)
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 5: Integrate your existing platforms with Sisu

Integrating Sisu and Brivity

Written by Yves Robinet
Updated over a week ago

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 Alex Masterson
Updated over a week ago