-
Last Updated: 07/08/2024
in What's New View more information about an agent by hovering over their name on a transaction: Admins can view an agent's start date, license number, and more info by hovering over an agent's name on a transaction. Agents are not allowed to see each other's i...
-
Last Updated: 07/08/2024
in What's New COMMISSION MODULE View Transaction Gross Commission and Franchise Fee on Agent Income Report: The Agent Income Report now includes Transaction Gross Commission and Franchise Fee amounts, allowing you to see the total commission produced by the ag...
-
Last Updated: 07/08/2024
in What's New Copy doc comments to messages in one click: Instantly copy your doc comments into a note or email by dragging them into the message area. Learn how here → Include contacts when sending a coversheet. Now you can choose whether you'd like conta...
-
Last Updated: 07/08/2024
in What's New Track lead sources to measure the effectiveness of your advertising campaigns: Record buyer and seller lead sources on transactions. View a lead source aggregate report. View lead source information on other financial reports. Learn more about l...
-
Last Updated: 07/08/2024
in What's New LOOK & FEEL Style refresh is now even fresher: We've heard your feedback, both good and bad, and have made a few tweaks we're confident you'll be thrilled with! Pipeline has still retained the clean look and feel of the previous refresh, but we'v...
-
Last Updated: 07/08/2024
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...
-
Last Updated: 07/08/2024
in What's New Message template scheduling Save time and avoid oversights by auto-generating custom scheduled messages when transaction milestones are met. You no longer need to track when messages need to be sent based on activity on a transaction. The syste...
-
Last Updated: 07/08/2024
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...
-
Last Updated: 07/08/2024
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 ...
-
Last Updated: 07/08/2024
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...