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Pipeline filled the transaction, but one of the people on it isn't who you expected — a duplicate turned up, the wrong existing contact got attached, or an email address is off. Here's why, and how to set it right before you save.
The Wrong Perso...
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You ran AI Update on a new document and a value you expected to move came back the same. Work through these in order — the cause is usually one of four things, and the last one is just a manual edit.
The Run Never Started
Attaching a document...
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You ran an AI Create or an AI Update and never saw a heads-up. Good news first: your result is fine either way. The notice is a convenience, not the thing itself, and the document is holding your result until you get to it.
You Were Still in ...
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A field on your transaction changed after an AI Update , and it held a value you wanted to keep. Here's why it moved, and how to set it right.
Applying the Update Writes Every Change You Didn't Rewind
The summary of changes is a list of everyt...
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Pipeline read your document, but a value came back blank, landed somewhere you didn't expect, or doesn't match the contract. Each of these has a cause, and each is fixable on the review screen before you save.
A Field Came Back Blank
Pipeline l...
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The signed listing agreement already holds the property, the sellers, the dates, and the price. Hand it to Pipeline and the file builds itself while you check the work.
Introduction
New listing intake is the same twenty minutes every time. Someo...
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Inside an Enterprise, the card on file is controlled from the Enterprise Portal — so a missing [Update Credit Card] option is almost always permissions, not a bug. Here's how to tell which wall you've hit.
[Update Credit Card] Isn't in Your Admin...
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At the start of each month, a single spreadsheet lands in your inbox with last month's charges for every account in your Enterprise.
Introduction
Closing the books on twelve offices means twelve sets of charges, and none of them sit anywhere yo...
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Pipeline emails the Combined Billing Report to Enterprise Admins at the start of each month, covering the month just ended. Answers to the common questions about who gets it, what's in it, and what to do when it doesn't arrive.
Who receives the C...
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In an Enterprise, billing runs from one place. The Enterprise Admin controls the card on file for every member account, and can hand that control to a master admin whenever an office would rather manage its own.
Introduction
An office admin goe...