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Last Updated: 02/06/2025
in What's New Ensure contact info on transactions is clean and up-to-date Adding contacts to transactions gives your team at-a-glance access to contacts' information, and allows for effortless single-click messaging and contact sharing . The new Contact Mana...
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Last Updated: 02/06/2025
in What's New Easily track custom information important to your team with optional pre-set and custom fields Optional Pre-set Fields From Company Settings , click to turn on any of the following fields your office needs to track on transactions. Earne...
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Last Updated: 02/06/2025
in What's New Get Signed DocuSign docs into Pipeline without lifting a finger Docs you send for DocuSign signature from Pipeline will now be automatically imported back into Pipeline once they've been fully executed...no upload needed! Once docs are fully exec...
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Last Updated: 02/06/2025
in What's New Break Docs Apart Faster By Pointing And Clicking Extracting pages and breaking large docs into smaller docs is now faster, easier, and more intuitive. Preview the doc's pages in thumbnail or enlarged form, then click the scissors in between the d...
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Last Updated: 02/06/2025
in What's New Duplicate Transaction: The Time-saving Tool You Didn't Know You Needed Say goodbye to repetitive manual transaction entries. Pipeline's new Duplicate Transaction option can streamline your team's workflow in unique and creative ways you won't...
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Last Updated: 02/06/2025
in What's New
Break Apart: Split and Name Docs While Zoomed In If you need to get a closer look at a doc as you're breaking it apart, you can now complete the entire process while zooming in on a single page. You can now split, name, and assign permissions ...
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Last Updated: 02/06/2025
in What's New On-demand transaction reporting: Build ( and save ) custom reports that pull the exact transactions you need to see. The Advanced Search area allows you to combine search and filter criteria for all the primary transaction fields, including date f...
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Last Updated: 02/06/2025
in What's New Hide completed tasks on transaction checklists : Make checklists cleaner and easier to work with by setting completed tasks to be hidden on transaction checklists. Hidden tasks can be displayed at any time with a single click. Learn how to hide...
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Last Updated: 02/06/2025
in What's New Bulk add doc names : When setting up Standard Document Names, paste in your list of doc names to save time and minimize errors. Learn how to bulk add doc names here → Agent communication of task completion : Agents can indicate to admins t...
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Last Updated: 02/06/2025
in What's New Send Audio Notes & Messages : Save time by speaking your transaction notes and messages instead of typing them. Audio messages allow you to quickly record a note to yourself or send it to others. Record messages from your mobile device when you'r...