Paperless Pipeline
Table of Contents
Table of Contents
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Transactions
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Commission Module
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Enterprise Account Management
Enterprise Admins
Change Ownership of an Enterprise
Add / Remove Enterprise Admin(s)
Designate Master Admin(s) for an Individual Account
Enterprise Billing Control
Monthly Combined Billing Report Email for Enterprises
FAQ & Troubleshooting
Ways to Use Pipeline
Home
I am an admin.
Transactions
Auto-detected Transaction Sides
Understanding Transaction Statuses
Customize Transaction Statuses
Manage Agents' Ability to Set Transaction Status to Closed, Terminated, and Expired
Creating and Using Custom Transaction Labels
Tracking Lead Sources
Optional Fields
Custom Fields
Set Default Value for Transaction Fields
Custom Formatting Help for Transaction Names
Managing Expiration Dates of Listings
Email Agents Expiring and Closing Transaction Reminders
Transaction Coversheets
Transactions List
Manage Transactions
Transaction Flags
Search A Transaction's Activity History
Create a New Offer
When to Add New Offers?
Managing New Offers
Download Individual Transactions on Demand
Designate an Agent as an Assistant on a Transaction
Download Agent's vCard
FAQ & Troubleshooting Transactions
Ways To Use Transactions
Article last modified on 04/03/2024 5:22 pm EDT