This article explains how to Add and Share Contacts via Notes.
Short Version: 1) Open the transaction. 2)
Go to the transaction and click [Note / Email] just above the list of documents.3) Drag and drop contacts and agents directly into the note's message box. 4) Send your note.
- Navigate to the transaction whose contact you want to email out. If you haven’t added the contact to the transaction yet, add it first.
Go to the transaction and click [Note / Email] just above the list of documents.
- Complete your message and select any desired options or docs to send.
- Drag and drop the contact directly into the Message field. Pipeline will properly format the contact’s information into the message field. Drag more contacts if you need to.
- Once the message is ready to go, click [Send].