Siv product docs

Learn how to configure Siv and complete common work in the product.

Global Sales Office

The Global Sales Office helps a central team receive planner requests, refer them to properties, and track results. Start with the overview and access guide.

Work with leads

• Find your next task in Central Leads and the dashboard.
• Create a lead manually or from a request for proposal (RFP).
• Refer a lead to properties.
• Troubleshoot a request or referral.

Review results

• Use Sales Office reporting.
• Understand budgets and property integrations.

Set up your office

• Understand routing and warm introductions.
• Configure a Sales Office and check who can change each setting.