Adding Notes

A licensing board, an E&O carrier, or a departing agent wants the correspondence on a deal. Here's each way to get it out, and which one fits what they asked for. Introduction Sooner or later somebody outside the office asks for a transaction's...

Some things said about a deal aren't for the agents on it. Pipeline already hides more than most people expect, and a checkbox covers the rest. Introduction A broker writes to a coordinator about an agent's paperwork. An admin flags a commissio...

The log records what was sent, by whom, and when — and shows each person only their own share of it. Answers to the common questions about visibility, replies, delivery, and getting the record out. Why can't an agent see an email an admin sent on...

Every note you add and every email you send from a transaction lands in one running log at the bottom of the page. Introduction Six months after closing, somebody asks what went to title and when. If the answer lives in an inbox, it lives with ...

The Staff section is built from your users, and two settings decide who's on it. Answers to the common questions about missing names, taking yourself off the list, Location scoping, and why one checkbox reaches one mailbox. How do I get somebody ...

Check a name instead of typing an address. The Staff section of a transaction's message area lists the people in your office you can send to, and two settings decide who's on it. Introduction You send the same few people the same kind of message...

A note records something on a transaction and stays with the deal as part of its permanent record. Answers to the common questions about editing, deleting, formatting, notifications, and who can see what. Can I edit a note after it's been added? ...

Leave a note on a transaction to document a detail or keep the team on the same page. Introduction Half of what matters on a deal never makes it into a field. A call you made, or a heads-up for whoever picks the file up next, usually ends up in...

An agent saying a message isn't there is almost never a bug — it's Pipeline doing what it's built to do. Work down these in order; the first one is the answer most of the time. The Agent Didn't Send It Agents see only the messages they sent the...