Managing Contacts

SUMMARY
Store external contacts (such as escrow agencies, loan officers, attorneys) for a transaction and easily send them emails right from the system.

Add a Contact

To add a contact:

  1. Open the desired transaction.
  2. Click [Add Contact].
  3. Type a role in the Role field and a dropdown of past roles will appear.
  4. Select a role from the dropdown or finish typing to create a new one. 

Narrow Results Further

To narrow the results further:

  1. Begin to type in another field. Options include Company / Address, Name, Phone, Fax, or Email.
  2. Select a suggested result or type in a new one. Pipeline remembers past contacts on your transactions and lets you quickly reuse them on other transactions. 
  3. Click the [Add Contact] button when done.

Edit a Contact

To edit a contact:

  1. Hover over a contact and click the [Pencil].
  2. Make the desired changes.
  3. Click [Save].

Delete a Contact

To delete a contact:

  1. Hover over a contact and click the [X] to the right.
  2. Confirm by clicking the 'Delete' button to remove the contact.