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FAQ Articles
FAQ Articles
Frequently Asked Questions about all things Sisu
Lauren Luker avatarZac Muir avatarShane Taylor avatar
6 authors83 articles

How can I change my password?
How can an admin help another user change their own password?
How does an admin change the password for one of their users?
What do I do if I'm having trouble logging into Sisu?
How do admins send the Welcome email to new users?
Where can an admin find a user's login email?
How do I add or update my profile picture?
What is Gmail integration in Sisu and how does it work? (Premier users only)
How do I add a new transaction?
How do I insert my transaction link into an email template?
How can I group users together?
How can I create links for data entry forms that can be used outside of Sisu?
How do I use view-only fields to share key transaction data and keep the data safe from changes?
How do I create Sisu forms that are only available to certain Sisu groups?
How do I create agent-only or ISA-only forms?
How do I create admin/TC-only forms?
How do I configure the Activities I want to track?
How do I export and print key Sisu reports?
What's the difference between Activities and Metrics in Sisu?
How do I add my Transaction Stages to my Sisu forms?
How do I email transaction details?
How do I give Sisu users the ability to export/download transactions?
How do I download Activity data and give other users permissions to download?
How do I lock Sisu Conversations from being manually incremented? (if they are added from a CRM integration instead)
How do I merge duplicate transactions?
How do I restrict agent access to GCI data?
How do I set up document categories and types?
Troubleshooting Making a Copy in Google Drive
How do I reverse a status of Lost?
How do I add recurring monthly expenses?
How does the Platform Rankings table work?
How to use the @mention to notify users