Saving a View

The same three searches, every morning. Run each one once, save it, and the day starts with a click instead of a rebuild. Introduction The Transactions page can answer almost any question about your deals, but only after you've asked it: pick a...

A shortcut saves the search, filter, and sort you just ran under a name and icon in your left menu, personal to you and re-run fresh on every click. Answers to the common questions about how many you can keep, changing one, who else can see them, an...

A search you run every morning doesn't need rebuilding every morning. Save it once and it's one click away in your left menu, for as long as you want it there. Introduction Every morning it's the same list. This month's closings, one agent's pe...

Show the fields your job runs on and hide the rest. Your column choices are personal to you, and Pipeline holds them for next time. Introduction A transaction carries more fields than any one person reads in a day. A coordinator wants close date...

Sort any list on the column that matters to the job in front of you. Which lists hold that order for next time, and which start fresh, is worth knowing before you set one. Introduction You sorted the Transactions page by close date on Monday and...

Your columns and your sort order are personal preferences, kept for your login in the browser you're using. Most of the time a list that looks wrong is telling you where one of those two got lost. Everything Resets Every Time I Log In A private...

A shortcut is a live search, so a result that looks wrong is usually the search telling you something true. Here's how to read each case. A Shortcut That Used to Work Returns Nothing A shortcut only returns a record when every criterion it wa...

A Transaction Flag is a saved search that marks every matching transaction on your Transactions page, in red, green, or blue. Answers to the common questions about flagging one specific deal, how many flags you get, who else can see them, and how a ...

Some transactions need watching. Save the search that finds them as a flag, and Pipeline marks every match on your Transactions page for you. Introduction A Transaction Flag is a search you've saved with a colored flag attached to it. Once it's...