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Last Updated: 05/15/2025
in Guides Topics Transactions
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Last Updated: 05/15/2025
in Guides Topics Transactions
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Last Updated: 05/15/2025
in Guides Topics Transactions
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Last Updated: 05/15/2025
in Guides Topics Transactions Transaction names appear throughout Paperless Pipeline — in the Transactions List, on emails, coversheets, exports, and more. A clear and consistent naming structure helps your team quickly identify each transaction and keep everything organized.
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Last Updated: 05/15/2025
in Guides Topics Transactions Transaction Coversheets give your team a printable, shareable summary of a transaction — including all key details, contacts, and custom fields. You can email coversheets to clients, print them for meetings, or save them for offline access.
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Last Updated: 05/15/2025
in Guides Topics Transactions Lead Sources help your team track where transactions originate — such as referrals, advertising campaigns, or listing platforms. This information can be used to evaluate marketing performance, improve reporting, and support commission tracking or re...
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Last Updated: 05/15/2025
in Guides Topics Transactions
Expiring & Closing Reminders
Expiring & Closing Reminders help your team stay on top of important deadlines by sending automatic email notifications about transactions that are set to expire or close soon. These reminders give agents and admi...
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Last Updated: 05/15/2025
in Guides Topics Transactions Automatic Listing Expiration helps your team keep transactions up to date by automatically changing a listing’s status to Expired on a specific date. This reduces manual follow-up and keeps your transaction list accurate and clean.
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Last Updated: 05/15/2025
in Guides Topics Transactions Default Field Values help standardize your workflow by adding pre-filled content or placeholders to the More Info , Admin Info , and Commission Summary sections of new transactions. This ensures your team knows exactly what information to includ...
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Last Updated: 05/15/2025
in Guides Topics Transactions Optional Fields let you enable additional built-in fields on transactions — including key dates and property details that aren’t included by default. These fields help your team track more without the need to build custom fields from scratch.
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