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One Place to Talk About the Deal Each transaction gives you a central place to communicate. It’s where you add notes, send emails, reply to messages, and keep everything tied to what’s happening with that transaction. Messages don’t get lost. They...
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View notes added and emails sent or receivedfor the transaction, so you can stay informed and keep track of communication.
Who Can Do This : Anyone can view messages sent from a transaction. Admins see all received emails;...
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To send an email to a transaction:
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Reply to messages on the transaction, including emails sent, emails received and doc comments.
Who Can Do This : Anyone .
Reply in Pipeline To reply to a message on a transaction:
Go to a Transaction
Access Notes & Sent...
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Add an internal note to record important details on the transaction when it's not necessary to notify others. Who Can Do This : Anyone . To add a note to a transaction:
Access the Note / Email Area
Go to transaction.
Scroll...
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To send or schedule an email from a transaction:
Go to a Transaction
Open a transaction.
Start an Email
Scroll down the page and click [Note / Email].
Specify Recipients
Select your desired re...
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Every transaction in Paperless Pipeline gives you a dedicated space to manage communication so messages stay organized, available, and tied to the deal they belong to.
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Sending notes and emails from the transaction keeps all your communication in one place, tied directly to the transaction. Whether you're sharing updates with your team, emailing clients, or replying to messages, everything stays connected to the ...
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Created On: 04/24/2025
in Guides Topics Messaging
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Email your company's forms, disclosures, training materials, and other frequently used documents and links.
Who Can Do This : Anyone .
To email reference docs or links:
Go to
Reference
...