Frequently asked questions about all things Sisu
By Zac and 5 others6 authors87 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 does an admin insert a transaction link into an email template?
How can an admin group users together?
How can I create links for data entry forms that can be used outside of Sisu?
How do admins use view-only fields to share key transaction data and keep the data safe from changes?
How do admins create Sisu forms that are only available to certain Sisu groups?
How do admins create agent-only or ISA-only forms?
How do admins create admin/TC-only forms?
How do admins configure the Activities they want to track?
How do I export and print key Sisu reports?
What's the difference between Activities and Metrics in Sisu?
How do admins track transaction stages?
How do I email transaction details?
How do admins give other Sisu users the ability to export/download transactions?
How do I download Activity data and give other users permissions to download?
How do admins lock Sisu Conversations from being manually incremented? (if they are added from a CRM integration instead)
How do I merge duplicate transactions?
How do admins restrict agent access to GCI data?
How do admins set up document categories and types?
How do I troubleshoot making a copy in Google Drive?
How do I reverse a status of Lost?
How do admins add recurring monthly expenses?
How does the Platform Rankings table work?
How do I use the @mention to notify other users?
How do I change my "Default Transactions Page Form"?
How do admins set up notification emails?
Additional Information About Automated Notification Emails (admin only)
How do I set up a "Reply" email address for my Sisu emails?
How can I have my Sisu notification emails sent from my personal Gmail account? (Premier users only)
How do I get Sisu notifications sent to Slack?
How do organization admins report on and view multiple Sisu teams?
How do admins hold agents and TCs accountable for using preferred vendors?
How do admins hold agents accountable to their goals?
How do I track Net Income and Net GCI in Sisu with the Income Report?
How do admins analyze Lost transactions?
How do admins set up and report on lead sources?
What's included in Sisu Premier?
How do admins manage their Sisu subscription and billing?
How does an admin allow other Sisu users to be a billing administrator?
How do admins see how many user licenses are available?
How do admins make a Sisu user inactive?
How do admins purchase additional Sisu licenses?
How do admins revise or add a payment method?
How does an admin cancel their Sisu subscription?