Adding & Managing Locations

Adding a Location takes just a name from the Manage Locations page. Answers to the common questions about adding Locations and moving agents and transactions into them. Who can add a Location? A Master Admin, or an admin with the "Create users...

Add a Location to give an office, team, or group its own users, transactions, and permissions. Introduction You're opening a second office, or a group inside your company needs its files kept apart from everyone else's. Either way the move is t...

Deactivating retires a Location you no longer use, without deleting it. Answers to the common questions about deactivating Locations. Can I delete a Location instead of deactivating it? Deactivating is how you retire a Location. Rather than d...

Deactivate a Location you no longer use to keep your Locations list focused on the offices and teams you're actively running. Introduction Closing an office doesn't mean losing what happened there. Deactivating a Location retires it from the li...

A Location's name is the main information it carries, and updating it is a name-only edit. Answers to the common questions about naming and renaming Locations. Can I rename a Location without losing the work inside it? Yes. Renaming changes t...

Every Location has a name that identifies it across Pipeline — and you can update that name anytime. Introduction Offices rebrand, teams get renamed, and a Location you set up in a hurry ends up carrying a name nobody uses any more. A Location'...

A Location's primary contact is the admin that system emails come from. Answers to the common questions about setting and routing a Location's primary contact. Which emails come from the primary contact? System-generated ones. Daily task remi...

Give each Location a primary contact so agents know who to reply to, and system emails come from the right person. Introduction Most people arrive at this setting the same way. The daily task emails going out to their agents are signed by someo...

An office closes and its deals still matter — for audits, for reporting, for the year you'll be asked about later. Deactivating the Location keeps every one of them and stops anything new from landing there. Introduction A branch closes. Two of...

Adding the Location takes a minute. Everything that doesn't come with it is the actual job — and knowing which settings are already account-wide saves you copying the ones you never had to. Introduction You've opened a second office, or split a...

Pipeline has no separate team object — it has Locations, and a Location is exactly the right shape for a team. Give the team one, and the leader sees every file on it without being written onto a single transaction. Introduction A team forms in...