Onboarding for Admins | Sisu

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Onboarding for Admins

Onboarding for Admins

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

By Alex and 4 others5 authors27 articles

Step 1: Learn the Basics

Join Us for Sisu 101

Use the Chat Bubble to Contact Support

Step 2: General Onboarding

General Onboarding

How Agents Will Use Sisu Daily

Using Sisu on Your Cell Phone

Setting Up Your Transaction Stages Board

Step 3: Set Up Forms and Fields

Setting Up Forms

Adding Fields to a Form

Creating Custom Fields

Step 4: Understand Commissions

Setting Up Your Commissions in Sisu

Setting Up CDA Instructions

Setting Up and Tracking Commission Caps

Step 5: Set Up Tasks

Setting Up Task Lists and Tasks in Sisu

Setting Up Task Statuses

Making Changes to Tasks in a Transaction

Getting to Know the Task Manager

Step 6: Set Goals

Setting Goals for Your Agents and Your Team

Step 7: Import Your Past Data

Importing Your Team’s Users into Sisu

Importing Your New Recruits into Sisu

Importing Your Past Sales Transactions into Sisu

Downloading CTE spreadsheets

Importing Your Task Lists and Tasks into Sisu

Importing Recruiting Tasks and Task Lists into Sisu

Importing Your Vendors into Sisu

Importing Your Team's Activities

Step 8: Integrate Your Existing Platform with Sisu

Integrating Your CRM and Other Systems with Sisu

Getting Started with Sisu's API