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Every "how many" and "which ones" question about your deals is a search on the Transactions page: set the criteria, read the count at the top, and save the search so the answer stays current.
Introduction
The questions that reach a support desk ...
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Yesterday's uploads, the tasks your agents checked overnight, the deals that moved status, and the files that got mail each surface somewhere in Pipeline. Know where, and the morning opens on the change instead of the hunt for it.
Introduction
M...
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An agent opens the same Home page, the same transactions and the same profile you do, and finds a narrower version of each. Know what drops out on every page, and you can answer "will my agent see this?" before anyone has to ask.
Introduction
So...
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Give a doc the name its checklist task already uses, and Pipeline points each one at the other. Hover a task to find its doc, click a doc to find its task.
Introduction
A file comes up for final review with every task checked and dozens of docum...
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Most of what makes Paperless Pipeline hard to read gets typed in by your own team or left behind on a settings list. Name things one way, show only the columns you read, file finished deals where they drop off, and clear out the choices nobody picks...
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Type your question the way you'd ask a coworker, and search brings up the articles that match.
Introduction
Most things in Pipeline have more than one article, and each one answers a different question. Say an agent can't see a document:
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An agent commission statement is the one-page breakdown of what one agent earned on one deal, downloaded from the transaction and handed over with their check.
Introduction
When a commission check goes out, the agent wants to see how the number...
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A commission basis is a named amount other than the sale price to calculate commission on, so a deal that pays on the base price, the net of a concession, or a lease can be entered without bending the sale price to fit.
Introduction
Most deals ...
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Stop a deal from being marked Closed while its close date is still ahead, so a closed transaction never carries a closing day that hasn't happened yet.
Introduction
A deal set to close on the 31st wraps up on the 28th. Someone changes the statu...
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If Pipeline won't let you set a transaction to Closed and shows "Close date must be today or earlier when status is set to Closed," the transaction's close date is still in the future. Here's why that stops the change and how to get it through.
Th...