Managing Contacts

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

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.

Narrow Your Results

Edit a contact

1. Hover over a contact and click the [PENCIL] icon.

2. Make the desired changes.

3. Click the [SAVE] button when done.

Editing a contact

Delete a contact

1. Hover over a contact and click the [X] icon to the right.

2. Confirm by clicking the 'Delete' button to remove the contact.

Deleting a contact