Automation

One rule on a checklist template decides which deals get which paperwork. Design around the three things a rule can't watch and it lands right every time. Introduction The moment your office handles more than one kind of deal, a single checklis...

A deal moves to Fell Through and nobody tells you. Pipeline has no real-time alert for that — but four things between them cover the job, and which you pick comes down to how fast you need to know. Introduction The worry behind this is always t...

Some of Pipeline's automatic emails are one switch for the whole company and some live on each person's own profile. Knowing which is which is the whole answer. Introduction The question almost always arrives the same way: one agent wants thes...

Write your deadlines once as intervals instead of dates, and every new transaction lays out its own timeline — recalculating the moment a real date lands on the file. Introduction Every deal your office runs has the same spine. Acceptance, then...

Automatic expiration keeps your active list honest, and it costs you the expiration date the moment a listing moves. Pick a side deliberately, then set the rest of your account up around the choice. Introduction Automatic listing expiration doe...

There's no filter inside the reminder email, because there's nothing in it to filter — it's a rendering of your task list. Every fix starts one level up, on the tasks themselves. Introduction You open the morning reminder and there are sixty ta...

The messages that keep a deal moving are the same ones every time. Write each one once, tell Pipeline what to wait for, and it goes out on its own — to your agents, to your clients, or to the accountant who never had a Pipeline login. Introductio...