Selling Agent is now Buying Agent
For consistency and accuracy, we've updated all instances of the term "Selling Agent" to "Buying Agent" throughout the system. If you used any "Selling Agent" auto-fill tags in any of your message templates, they'll still be honored.
Email formats have been enhanced (and un-enhanced😉)!
You've asked for minimally-styled emails that look like they've come from a standard email system and now you've got the option! Set your account to either send simple, minimally-styled messages from transactions OR send a more styled version. All system messages have received an overhaul, as well, so they're more modern, cleaner, and easier-to-read than ever. Learn more here →
Minimally-styled emails
Styled emails
YTD popup now reflects transactions for an entire fiscal or calendar year
When managing commissions, all closed transactions with a CDA from the fiscal or calendar year of the current transaction's close date will be included in agents' YTD popup. In the past, only transactions through the current transaction's close date would be included, omitting any that were closed after that transaction's close date but still within the year.
Learn more about Agent's YTD Pop-up here →
Sort contacts in the order that helps you easily find them
Sort contacts on transactions so you can quickly jump to the person you need see. Sort by role, Company/Address, Name or the Order they were added, whichever helps you find your contacts the quickest. Pipeline will remember your sort preference when you view transactions later.
Learn more about Sorting Contacts →
Agents can easily let admins know when a task is not applicable
Agents can now effortlessly communicate to an admin when they've determined a task is not applicable for a transaction. Train agents to SHIFT-click any task's checkbox to give them the option to mark the task as N/A. Like agent-checked tasks, not applicable tasks:
- Will no longer appear on agent's Task page or in their task reminder emails
- Will be displayed on admins' Task page for easy access to tasks needing their attention.
Admins may either:
- Mark N/A tasks as complete by checking them off (they will remain crossed out to indicate they were marked as N/A, even after fully checked)
- Delete N/A tasks if they'd like to remove them from view completely
