Popular Articles

  1. Sort Tasks by Due Date

    Sort tasks by due date to view them in chronological order within their checklists; by default, tasks appear in the original order set by an admin. Who Can Do This? can sort tasks their personal view of tasks by date. To so...
  2. Billing

    Upgrade / Downgrade Update Credit Card Billing History
  3. Integrations

    Zapier Dropbox Sign DocuSign
  4. Two-factor Authentication

    Two-factor authentication (2FA) adds an extra layer of security to your Pipeline account. It requires users to enter a security code sent to their login email before gaining access.

  5. Ways to Use Links

  6. People

    Locations Users Contacts Contact Roles
  7. Customize

    Company Settings Transaction Statuses Transaction Labels Document Labels Document Names Lead Sources Custom Fields
  8. Templates

    Business Holidays Checklists Learn more → Break Apart
  9. Financials

    Agent Fees Client Fees Deductions Commission Basis
  10. Backups

    Monthly Backup