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Created On: 05/15/2025
in Guides Topics Transactions Custom Fields let you track the exact information your team needs on each transaction — whether that’s internal notes, closing milestones, or custom data points. They help you customize your workflow without needing external spreadsheets or tools.
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Created On: 05/15/2025
in Guides Topics Transactions
Transaction Statuses help your team track the stage of each transaction as it moves through your workflow — from listing to closing and everything in between. You can create custom statuses that match how your office works, automate tasks based on...
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Paperless Pipeline automatically identifies whether your office represents the Listing, Buying, or both sides of a transaction — no manual tagging needed. This keeps your workflow smooth, checklists accurate, and filters simple to use. ...
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Created On: 04/25/2025
in What's New
Send Reference Docs Directly from Transactions
Save time and steps by attaching Reference documents directly to messages you send from transactions. It’s a fast, natural way to share the docs your team uses everyday, right from where y...
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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...