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Last Updated: 07/08/2024
in What's New Set tasks to only be visible to certain individuals or groups: Let your @mentions control who sees tasks. Our new @mention visibility setting allows you to set tasks to only be visible to the person or people you've @mentioned. Use it along with t...
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Last Updated: 07/08/2024
in What's New Easily identify docs that correspond to completed tasks: Easily spot which doc has fulfilled a task on a transaction. Hover over a task name within a transaction's checklist to highlight the matching doc. In cases where more than one doc may match...
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Last Updated: 07/08/2024
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: 07/08/2024
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: 07/08/2024
in What's New Fresh, new look: Pipeline has gotten a facelift! You'll still see all the features you know and love in their same places, but with updated styling, coloring and other modern enhancements. Take a look around to check out all the new feels. Bump ...
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Last Updated: 07/08/2024
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: 07/08/2024
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: 07/08/2024
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: 07/08/2024
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...
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Last Updated: 07/08/2024
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...