03/04/2020Hollis Holcomb
Come learn when it is (and is not) appropriate to remove certain data in Pipeline and how to do it.
7:23
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02/19/2020Hollis Holcomb
Come learn how Pipeline's Commission & Reporting Module can be used to consolidate a flat fee brokerage's commission processing and streamline their workflow.
18:15
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02/12/2020Hollis Holcomb
Come learn how to properly create and deactivate users in Pipeline and avoid potentially significant issues.
7:56
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02/05/2020Hollis Holcomb
This week we'll go over the different areas to find audit trail and activity history information and identify when you'll need it.
6:49
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01/29/2020Hollis Holcomb
Come learn the advanced and creative options for storing and managing all sorts of information under Manage Users.
10:27
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01/22/2020Hollis Holcomb
Adding notes to the right places means quick and easy access to that info when it's needed later. Come learn the most relevant places to add and retrieve notes and other documentation in Pipeline.
14:29
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01/15/2020Hollis Holcomb
This week we'll discuss different ways to creatively take advantage of maildrop addresses to get your docs into Pipeline. We'll also go over rules, tips, and tricks related to emailing docs into Pipeline quickly & easily.
11:43
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01/08/2020Hollis Holcomb
Come learn how to use the tools in Pipeline to continuously inform, communicate, and arm your team with what they need to be successful in Pipeline.
18:15
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12/04/2019Hollis Holcomb
Come learn how to navigate, manipulate, and generally master working with and getting the most out of PDFs both inside and outside of Pipeline. 14:55 ...
11/13/2019Hollis Holcomb
Come learn how to prepare and access all the Pipeline info you'll need to be ready for year-end. 9:13 ...