Customizing Transactions

Your status list is the vocabulary your whole office reads a deal in. Getting it right is mostly one decision made repeatedly — which category each status sits in. Introduction Statuses are the easiest thing in Pipeline to set up and the easies...

Commercial or residential, lease or sale, new construction or resale — the kind of deal it is, kept separate from where the deal stands. Labels are where that belongs. Introduction Two questions get asked of every transaction and they're easy t...

Contingency Dates holds the contract deadlines a deal runs on, and your office picks which of them appear. Answers to the common questions about renaming the built-in fields, adding your own, reminders, and where these dates turn up. Can I rename...

Put your contract's deadlines on the deal itself. The Contingency Dates section holds the earnest money, inspection, loan approval, appraisal, and option period dates your file runs on. Introduction A contract arrives with five deadlines in it, ...

Coversheets are auto-generated, lead with the layout you pick, and show only the fields you choose. Answers to the common questions about layout options, hiding fields, and when changes apply. What layout options are available? Info / Details,...

Choose which details lead your company's coversheet and which fields appear on it at all. Introduction Escrow wants the deal on one page. So does the agent on the other side, and so does the client who asks where things stand. Somebody in your ...

Custom fields come in text, list, and date types, and deleting one removes its data. Answers to the common questions about how many you can have, making a field required, and who can edit them. How many custom fields can I have? Up to 20. It ...

Build the fields your office needs, and Pipeline treats them like every other transaction detail. Introduction Every office tracks something the product doesn't ship a field for. An escrow number, a dual-agency flag, the date a buyer agency agr...

Defaults cover three fields, seed new transactions, and stay fully editable. Answers to the common questions about which fields qualify, existing transactions, and who can set them. Which fields can have a default value? More Info, Admin Info,...

Pre-fill the More Info, Admin Info, and Commission Summary fields on every new transaction so nothing important gets forgotten. Introduction You ask for the lockbox code on every deal and you get it on about half of them. Chasing a missing deta...

Half your files are addresses and half are client names, and neither the MLS audit nor the new admin can find anything. One setting and one decision fix it going forward. Introduction Pipeline's transaction name field is the address field — it'...

Escrow wants the deal on one page — the parties, the price, the dates, who to call. Pipeline builds that page for every transaction; the work is making sure it says what your partners need. Introduction Every transaction has a coversheet: a cle...

Finished deals should drop off your list on their own. If they aren't, the fix isn't the status name — it's the category behind it. Introduction Your Transactions page is supposed to show live work. Closed sales, dead contracts, and expired lis...

Lead sources are your own list, apply per buyer and seller side, and show up on reports. Answers to the common questions about tracking both sides, reporting, and switching from labels. Can I track a buyer and a seller lead source separately? ...

Track where your business comes from by tagging each transaction with its lead source, then measure what's working on reports. Introduction Marketing spend is easy to justify and hard to prove. You know roughly where business comes from, and ro...

Optional fields are Pipeline's prebuilt fields, split into date fields and other details, and the date fields can trigger tasks. Answers to the common questions about optional vs. custom fields, what's available, and who can fill them in. What's ...

Turn on prebuilt fields like inspection dates and earnest money to track the details your team cares about. Introduction Every office tracks a couple of things a transaction doesn't show by default. An inspection date. Earnest money. A lockbox ...

Every office has an opinion about where its business comes from. Tag the transactions and you can stop guessing — closings, commission, and volume, broken out by source. Introduction Lead Sources is a small feature with one setup step people mi...

Pipeline has no property-management mode. It does have every part you need to build one — and to keep a $1,800 lease from dragging down your average sale price. Introduction Pipeline was built for sales, and that shows: there are no Landlord an...

County, financing type, offer of compensation, the reference number your accounting system uses — when the detail you need isn't a field yet, you can build one that behaves like Pipeline shipped it. Introduction Every office tracks something th...

Inspection, appraisal, loan approval, option period — the dates a contract actually runs on. Get them onto the transaction and every task and reminder can count from them. Introduction Most offices arrive at this wanting a custom field, and mos...

Labels mark property type, drive auto-assigned checklists, and there's one per transaction. Answers to the common questions about multiple labels, changing a label after saving, and requiring one. Can a transaction have more than one label? No...

Labels classify your transactions by property type, and they drive the checklists Pipeline auto-assigns. Introduction A residential closing and a commercial lease need different paperwork, and the person opening the file shouldn't have to remem...

Show your team a naming reminder right under the transaction name field, so files are named your way every time. Introduction Ask five people to name a file after the same house and you get five names. Unit numbers in three different places, th...

Statuses are customizable, grouped into categories, and controlled by the master admin. Answers to the common questions about who can change them, hiding statuses from agents, and monthly backups. Who can create or change transaction statuses? ...

Statuses mark where each transaction stands in its lifecycle — so your team reads any file at a glance. Introduction Somebody asks where a deal stands, and you shouldn't have to open it to answer. That's the job a status does, and it's why the ...

When a transaction field won't let you make a change, Pipeline is doing its job — limiting edits by your permissions and a few built-in security rules. Here's how to find the reason and fix it. You're an Agent, and the Field Is Admin-Only A few...