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Sending messages from Pipeline is faster and more consistent with Message Templates. Autofill Tags take this a step further by pulling in live transaction data like names, dates, and checklist tasks directly into your message subject or body. In...
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Autofill Tags save time by automatically inserting transaction details into your messages, keeping client and team communication accurate and personalized.
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Explore the Message Template Library to access a wide range of prebuilt message templates for client communication, agent updates, task reminders, and transaction messages.
Who Can Do This : Anyone can view the library. Some t...
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Your Message Templates help you save time by allowing you to create, save, and reuse messages that you send frequently. Pair them with Autofill Tags to let Pipeline automatically insert transaction-specific information and do the typing fo...
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View notes for past communication tied to a transaction in one place.
Who Can Do This : Admins can view all notes on a transaction. Agents added to a transaction can view all notes except those marked Private. Private notes are ...
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Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection.
Who Can Do This : Anyone can view the libra...
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Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection.
Who Can Do This : Anyone can view the libra...
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Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection.
Who Can Do This : Anyone can view the libra...
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Notes live directly on a transaction and are visible to everyone with access, unless marked private. Each note shows who created it and when, keeping a clear record of communication.
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Transaction notes keep all communication tied to a deal in one place. Use notes to document internal updates, log phone calls, or share information with teammates. Notes are stored in the Notes & Sent Emails section at the bottom of each transac...