Dates & Deadlines

Automatic listing expiration retires a Listing-status transaction on its expiration date, and the same setting decides whether that date stays on the file afterward. Answers to the common questions about surprise expirations, the greyed-out date fie...

Let Pipeline retire a listing on its expiration date, so nothing lingers on your active list past the day the agreement ended. Introduction Every listing has an end date, and automatic listing expiration puts that date to work. When a transacti...

Write your deadlines once as intervals instead of dates, and every new transaction lays out its own timeline — recalculating the moment a real date lands on the file. Introduction Every deal your office runs has the same spine. Acceptance, then...

When a day you've added still shows up as a working day, it's almost always one of four things — the rule's counting method, when Pipeline calculated the date, the year you saved the holiday under, or a save that didn't take. Here's how to tell them...

Business holidays are the per-year list of days your office is closed, and Pipeline uses them only where a rule counts business days. Answers to the common questions about federal holidays, planning ahead, and what changes when you add one. Does ...

Tell Pipeline which days your office is closed, and business-day due dates step right over them. Introduction Pipeline already knows about weekends. Saturdays and Sundays never count as business days, so they're never yours to enter. What it ca...

The daily reminder gathers a person's overdue, due-today, and due-tomorrow tasks into one morning email — with admins controlling who receives it. Answers to the common questions about what's inside, who can change it, and why reminders sometimes ke...

Start each day knowing exactly what's due — Pipeline emails you a rundown of the tasks that are overdue, due today, and due tomorrow. Introduction The first question of the day is what's late. The second is what's due before you get to tomorrow...

Automatic expiration keeps your active list honest, and it costs you the expiration date the moment a listing moves. Pick a side deliberately, then set the rest of your account up around the choice. Introduction Automatic listing expiration doe...

Listings that expire without warning, a greyed-out date field, and a date that vanished on a status change are all the same story: the account's automatic listing expiration setting is on. Here's how each symptom traces back to it, and what to do. ...

There's no filter inside the reminder email, because there's nothing in it to filter — it's a rendering of your task list. Every fix starts one level up, on the tasks themselves. Introduction You open the morning reminder and there are sixty ta...

Anchors are the transaction dates that due date rules and message schedules count from. Answers to the common questions about which dates qualify, adding your own, and why a calculated date sometimes comes up empty. Which dates can I use as an an...

Pick the date a deadline counts from, and Pipeline works the rest out on every transaction — for task due dates and scheduled messages alike. Introduction The acceptance date moves by two days and nothing on the file is right any more. Inspecti...