Paperless Pipeline
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I am an agent.
Checklists & Tasks (for Agents)
Understanding Checklists and Tasks
Highlight a Person's Task by @mentioning Them
Opting Into or Out of Daily Tasks Reminder Emails
Add a Checklist to a Transaction
Manage Checklists on Transactions
Enable or Disable Scrolling on Checklists
Tasks Page
Ways to Use Checklists & Tasks