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Three layers decide who sees and works a task: what a person is allowed to do with checklists, who each task is visible to, and who it is @mentioned to. Set them once on the template and every checklist becomes a short list of what is yours.
Intro...
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The moves support hears about most, because the person who finds them is so glad they did: New Offer used the right way, a search that lands on the right field, a shortcut that keeps your sort, an agent's check that means "ready for review", and a t...
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Four lines at the top of every Home page, seen by every person in the account each time they sign in. Use them for the instruction people keep asking for, the link they keep hunting, the key to your emoji, and now and then a word that makes the offi...
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Five ways to put emphasis where it belongs so the thing that needs action is the thing people see: a formatted message, a message that formats itself, a colored label on a document, a highlighted task, and one symbol in the right field.
Introducti...
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What happens to a document, a transaction, and a changed field after the click: what waits for a year, what needs our team, what the history keeps, and the one habit that quietly destroys the record.
Introduction
Deleting in Pipeline is rarely t...
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An email alias gets one person a second Pipeline login in the time it takes to type a plus sign, and every message from both profiles still lands in the inbox they already read.
Introduction
Pipeline knows a person by their login email address, ...
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Put every agent on your roster so each deal, report, and commission credits the right person, while nobody gets a login they weren't meant to have.
Introduction
Some offices run Pipeline with only the admins and the transaction coordinator signi...
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Let agents get the checklist, the due date, the status, the closing package, and their own numbers without asking you, and keep in your hands only the calls an admin should make.
Introduction
A lot of an admin's day is answering agents. Can you ...
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Your agent brought the buyer, the offers keep going out, and most come back rejected. There are two places in Pipeline to keep them, and the choice comes down to how many transactions you want to spend.
Introduction
On the listing side a rejecte...
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Paperless Pipeline has no print button, and it doesn't need one. Every page is laid out for paper, your browser's print command is the button, and a few habits decide whether you get the whole page, one section of it, or a PDF you can send.
Introd...