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Created On: 09/22/2023
in What's New Fresh, new look: Pipeline has gotten a facelift! You'll still see all the features you know and love in their same places, but with updated styling, coloring and other modern enhancements. Take a look around to check out all the new feels. Bump ...
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Created On: 09/22/2023
in What's New Filter Usage by Agent Report by date range: Pull your team's Pipeline activity based on any date range you specify. Pre-set date periods still exist to continue to allow you quick and easy access to activity for those common date ranges. Lea...
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Created On: 09/22/2023
in What's New No more forgotten attachments: When sending a message from Pipeline, the system will warn you if you've mentioned you'll be attaching a doc but haven't attached one. COMMISSION MODULE View itemized deductions on key reports: Include a brea...
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Created On: 09/22/2023
in What's New Easily identify docs that correspond to completed tasks: Easily spot which doc has fulfilled a task on a transaction. Hover over a task name within a transaction's checklist to highlight the matching doc. In cases where more than one doc may match...
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Created On: 09/22/2023
in What's New Set tasks to only be visible to certain individuals or groups: Let your @mentions control who sees tasks. Our new @mention visibility setting allows you to set tasks to only be visible to the person or people you've @mentioned. Use it along with t...
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Created On: 09/22/2023
in What's New Mark tasks as complete faster: Admins can now check tasks off directly from the Tasks page. The checkbox works the same as it does on transactions. Learn how to check tasks on the Tasks page here → Filter tasks by agents: View only the...
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Created On: 09/22/2023
in What's New New Home page steers you where you need to go: Pipeline's new Home page now includes information that will allow you to quickly determine which area needs your greatest attention. Expandable areas allow you to view details that are critical for ...
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Created On: 09/22/2023
in What's New Estimate potential and future revenue in an instant: The PENDING INVENTORY REPORT allows you to forecast future commissions for specified time periods. It includes sales and commission figures for all your pending transactions, and can be filte...
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Created On: 09/22/2023
in What's New Download search results to manage transaction data offline: Download spreadsheets of your custom searches and sorts to fully manage and present transaction information, including filtering, sorting, adding totals and subtotals and more. Click the ...
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Created On: 09/22/2023
in What's New Track More Dates and Use Them to Trigger Checklists: Several new date fields allow you to track important dates on transactions. Enable any of the new fields from your Company Settings page. Once a date is turned on, it will also be available as a...