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Created On: 09/22/2023
in What's New 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. Earne...
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Created On: 09/22/2023
in What's New Ensure contact info on transactions is clean and up-to-date Adding contacts to transactions gives your team at-a-glance access to contacts' information, and allows for effortless single-click messaging and contact sharing . The new Contact Mana...
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Created On: 09/22/2023
in What's New Message template scheduling Save time and avoid oversights by auto-generating custom scheduled messages when transaction milestones are met. You no longer need to track when messages need to be sent based on activity on a transaction. The syste...
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Created On: 09/22/2023
in What's New Sends docs out for DocuSign signature faster and easier Short version: You can now send docs out for DocuSign signature directly from within Paperless Pipeline. Re-connect to DocuSign from your Personal Profile page, then when you send docs for...
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Created On: 09/22/2023
in What's New Fully integrated document signing is here! Pipeline is now integrated with HelloSign providing you a smooth, simple process for requesting signatures directly from Pipeline transactions and the Reference page. Once your Pipeline account is conn...
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Created On: 09/22/2023
in What's New 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'l...
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Created On: 09/22/2023
in What's New Compare performance year over year The new Comparative Production Report allows you to measure seasonal performance by comparing figures for any given month across multiple years, as well as annual totals. Monthly and annual figures are included fo...
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Created On: 09/22/2023
in What's New Enhance your account's security with two-factor authentication Two-Factor authentication is an optional setting that adds an additional layer of security to your Pipeline account. When two-factor authentication is enabled on the Company Settings ...
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Created On: 09/22/2023
in What's New SEARCHING & FILTERING Assess your company's performance based on rolling 365 days : All reports and Transaction List searches now offer a "Last 365 Days" option. Combine this new option with all the existing search and filter options to target a...
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Created On: 09/22/2023
in What's New LOOK & FEEL Style refresh is now even fresher: We've heard your feedback, both good and bad, and have made a few tweaks we're confident you'll be thrilled with! Pipeline has still retained the clean look and feel of the previous refresh, but we'v...