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Last Updated: 02/06/2025
in What's New Track More Dates and Use Them to Trigger Checklists: Several new date fields allow you to track important dates on transactions. Enable any of the new fields from your Company Settings page. Once a date is turned on, it will also be available as a...
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Last Updated: 02/06/2025
in What's New Estimate potential and future revenue in an instant: The PENDING INVENTORY REPORT allows you to forecast future commissions for specified time periods. It includes sales and commission figures for all your pending transactions, and can be filte...
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Last Updated: 02/06/2025
in What's New Download search results to manage transaction data offline: Download spreadsheets of your custom searches and sorts to fully manage and present transaction information, including filtering, sorting, adding totals and subtotals and more. Click the ...
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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 Filter Usage by Agent Report by date range: Pull your team's Pipeline activity based on any date range you specify. Pre-set date periods still exist to continue to allow you quick and easy access to activity for those common date ranges. Lea...
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Last Updated: 02/06/2025
in What's New No more forgotten attachments: When sending a message from Pipeline, the system will warn you if you've mentioned you'll be attaching a doc but haven't attached one. COMMISSION MODULE View itemized deductions on key reports: Include a brea...
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Last Updated: 02/06/2025
in What's New Mark tasks as complete faster: Admins can now check tasks off directly from the Tasks page. The checkbox works the same as it does on transactions. Learn how to check tasks on the Tasks page here → Filter tasks by agents: View only the...
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Last Updated: 02/06/2025
in What's New New Home page steers you where you need to go: Pipeline's new Home page now includes information that will allow you to quickly determine which area needs your greatest attention. Expandable areas allow you to view details that are critical for ...
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Last Updated: 02/06/2025
in What's New SEARCHING & FILTERING Assess your company's performance based on rolling 365 days : All reports and Transaction List searches now offer a "Last 365 Days" option. Combine this new option with all the existing search and filter options to target a...
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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...