New Articles

  1. FAQ: Automatic Checklist Application

  2. Ways to Use: Checklist Templates

  3. Troubleshooting: Checklist Templates

  4. FAQ: Checklist Templates

  5. What's New (August 24, 2024)

    Default Value for Commission Summary Now Available to All Accounts To help meet recent NAR Settlement requirements and simplify tracking compensation sources, all Pipeline accounts may now set a default value for the Commission Summar...
  6. Transaction Coversheets

    Through the Long Introduction , the reader will get a detailed overview of the topic, starting with a description of the feature or function. It aims to give a comprehensive understanding of what to expect and how it works. The Long ...
  7. Transaction Coversheets

    Briefly explain the main action and benefit to provide an action-oriented summary that highlights what you can do and the benefits you will gain. ...
  8. Transaction Coversheets

  9. Set a Relative Due Date on Transaction Checklists

    Set Relative Due Dates for tasks on transactions so their due dates automatically adjust based on important transaction dates. Who Can Do This : Admins with . To set a Relative Due Date for a task on a transaction: ...
  10. Find a User's @Mention Name

    Find a user's @Mention Name to be used Who Can Do This : Admins with Create users and locations . To find a user's @Mention Name: Find User : Find the user you wish to @Mention. Reference User...