New Articles

  1. Use Transaction Labels

    Created On: 05/19/2025 in Guides Topics Transactions Transaction Labels
    Require Transaction Labels Apply a Label to a Transaction Auto-Assign Checklists Based on Label Filter by Transaction Label

  2. Remove a Transaction Label

    Created On: 05/19/2025 in Guides Topics Transactions Transaction Labels

  3. Rename a Transaction Label

    Created On: 05/19/2025 in Guides Topics Transactions Transaction Labels

  4. Add a Transaction Label

    Created On: 05/19/2025 in Guides Topics Transactions Transaction Labels

  5. See Your Custom Transaction Labels

    Created On: 05/19/2025 in Guides Topics Transactions Transaction Labels

  6. How Transaction Labels Work

    Created On: 05/19/2025 in Guides Topics Transactions Transaction Labels

  7. Transaction Labels

    Created On: 05/19/2025 in Guides Topics Transactions Transaction Labels
    Transaction Labels are used to classify your transactions — most often by property type, like Residential , Commercial , Rental , or Land & Lot . Labels appear next to the transaction name, giving your team instant context and helping wit...

  8. Transaction Labels

    Created On: 05/19/2025 in Guides Topics Transactions

  9. Let Transaction Sides Power Your Workflow

    Created On: 05/19/2025 in Guides Topics Transactions Automatic Side Detection
    Automate Checklists Admins can configure checklist templates to be automatically assigned based on the side of a transaction. This ensures the right tasks are applied to the right transactions, without manual setup. Learn how to  Automatically ...

  10. Set a Transaction's Side

    Created On: 05/19/2025 in Guides Topics Transactions Automatic Side Detection
    You don’t need to manually select the side — it’s set automatically based on the agents you add. If you change or remove agents, Pipeline updates the side for you in real time. Learn how to Assign Agents ...