Easily track custom information important to your team with optional pre-set and custom fields
Optional Pre-set Fields
From Company Settings, click to turn on any of the following fields your office needs to track on transactions.
- Earnest Money Amount
- Lockbox Code
- Home Warranty
- Year Built
- Financing Type
Custom Fields
Master admins can now add up to 10 Custom Fields to help their team track custom information that doesn't already have a field on transactions. From dates to lists to text fields, use these new fields to cleanly gather and track information that helps your team drive transactions to completion. Any custom date-type field can optionally be set as a Trigger Date to allow Task Due Dates and Scheduled Messages to be triggered relative to that date.
Custom Fields will appear in all places that regular transaction fields appear, including on Coversheets, as Autofill Tags, and in downloads. They'll also be searchable in either the Transaction Date Range Search or Global Search areas.
Master admins can create new Custom Fields by going to Admin / Settings, then clicking [Custom Fields] from the left menu.
Learn more about Custom Fields →
Keep Contact Roles on transactions accurate and up to date
Keeping a clean list of suggested Contact Roles helps your team quickly and accurately categorize Contacts they add to transactions. The Manage Contact Roles page allows master admins to update or hide inaccurate Roles to clean them up on existing transactions and prevent them from being suggested in the future.
Learn how to Manage Contact Roles →
Keyboard Hot Keys updated
If you're not using keyboard hot keys to perform frequent actions in Pipeline, you should give them a try! Using hot keys allows you to quickly navigate to the areas in Pipeline you access frequently. A few of the key-combinations for hot keys have been updated, so take a moment to review the updates or learn new ones you didn't know about.