Managing Contacts

SUMMARY 
Learn to manage contacts on transactions, including adding and editing, sorting, downloading, sharing, and more.

Introduction

Contacts are external parties (outside of your Pipeline account) related to a transaction such as cooperating agents, escrow officers, attorneys, sellers, etc. 

When outside contacts are added to the highly visible Contacts area, it makes it easy to identify them, send them messages, and share their information with others.

For offices subscribed to Commission Module, adding certain types of contacts (e.g, attorneys, escrow officers, referrers, etc.) allows the system to smartly reference them when managing commissions.

Contacts do not have access to your Pipeline account and are stored on transactions for your office's reference only.

Who Can Do This?

Anyone with access to view a transaction will be able to manage, view, and use the transaction's contacts.

How To

Manage Contacts

Add a Contact

To add a new contact to a transaction:

  1. On a transaction, click [+ Add Contact] above the Docs section.
  2. Enter details for the new contact. 

    Quickly reuse a contact from previous transactions by typing just a few characters into any of the fields, then selecting one of the suggested contacts.

    Role

    A contact's Role indicates their role on the transaction. For example, Buyer, Attorney, Escrow Agent.

    Company Name / Address

    Company Name / Address can be used broadly to store either or both the company and / or address of a contact.

    Name

    The contact's Name.

    Email

    The contact's Email.

    Phone

    The contact's Phone.

    Fax / Other

    Fax / Other can be used broadly to store either or both the fax number and / or other information for a contact.

  3. Click [Add Contact] to save the contact to the transaction.

Edit a Contact

To edit an existing contact on a transaction:

  1. From the transaction's Contacts area, hover over the contact, then click the [edit] icon.
  2. Make your desired changes to the contact's details (described above).
  3. Click [Save Contact] to save your changes to the contact.

Delete a Contact

To delete a contact on a transaction:

  1. From the transaction's Contacts area, hover over the contact, then click [❌].

  2. Click [delete] to confirm the deletion.

View Contacts

View any contacts added to a transaction in the Contacts area of the transaction.

Click [➕] to show Contacts or [➖]  to hide them. Pipeline will remember your preference whenever you return to any transaction later. 

Sort Your View of Contacts

By default, Contacts on a transaction are displayed in the order they were added to the transaction with the most recent contacts appearing at the top.

You can optionally sort transaction Contacts by Role, Company / Address, Name, or Order Added

To sort contacts on a transaction:

  1. From the transaction's Contacts area, click [↕ Order Added].
  2. Select your desired sort preference for displaying contacts.
Pipeline will remember your sort preference whenever you return to any transaction later.

Use Contacts

Download a Contact

To download a Contact's vCard:

  1. From the transaction's Contacts area, hover over the Contact, then click the [vCard] icon.

  2. The Contact's vCard will be downloaded and saved to your device. 

Email a Contact (Drag & Drop)

To send an email to a contact:  

  1. When composing an email on a transaction, scroll up to the contact in the Contacts section.
  2. Click and hold the contact's Name, then drag it to the Send To An External Email Address field.

Share a Contact (Drag & Drop)

To share a contact's details:

  1. When composing an email on a transaction, scroll up to the contact in the Contacts section.
  2. Click and hold the Contact's Name, then drag it to the Message field.

Pipeline Pro Webinar Recording - The Versatility of Contacts 🎥

In this Pipeline Pro session you will learn how using contacts can simplify actions, help you share information, and streamline your workflow.

View more Pipeline Pro Webinars here →

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