New Articles

  1. What's New (July 13, 2025)

    Created On: 07/14/2025 in What's New
    Create Clean New Buyer Offers in Seconds When a transaction is buyer-side only, New Offer now works smarter, creating a new transaction that only brings over the buyer-related fields, contacts, and docs you need, and nothing you do...

  2. Keyboard Shortcuts

    Created On: 01/16/2025

  3. Quick Start: Follow Up Boss Embedded App

    Created On: 01/03/2025 in Guides By Topic Integrations Follow Up Boss Embedded App
    Use this quick start guide to set up and use the Paperless Pipeline integration in Follow Up Boss (FUB), making it easy to view important transaction information alongside a FUB contact's profile. To get started: An admin ca...

  4. View Transaction(s) Linked to a Lead

    Created On: 09/30/2024 in Guides By Topic Integrations Follow Up Boss Embedded App
    View transactions linked to a lead to view key details and get quick access to the transaction.  Who Can Do This : Anyone can view Paperless Pipeline transactions they have linked with link a lead profile in Follow Up Boss. To...

  5. Link a Lead to Transaction(s)

    Created On: 09/30/2024 in Guides By Topic Integrations Follow Up Boss Embedded App
    Link a lead profile in Follow Up Boss to a transaction in Paperless Pipeline to view key details and get quick access to the transaction. Who Can Do This : Anyone can link a lead profile in Follow Up Boss with transactions in Paperle...

  6. Connect to Your Paperless Pipeline Profile

    Created On: 09/30/2024 in Guides By Topic Integrations Follow Up Boss Embedded App
    Connect to your Paperless Pipeline profile in the embedded app within Follow Up Boss. Who Can Do This : Anyone can connect to their Paperless Pipeline profile once an admin has enabled the embedded app. To connect to your Paperless ...

  7. Enable the Embedded App

    Created On: 09/30/2024 in Guides By Topic Integrations Follow Up Boss Embedded App
    Enable the Paperless Pipeline embedded app, allowing your team to connect to Paperless Pipeline inside Follow Up Boss. Who Can Do This : Follow Up Boss Account Owners & Admins can enable the Paperless Pipeline embedded app. To ena...

  8. How It Works: Follow Up Boss Integration

    Created On: 09/30/2024 in Guides By Topic Integrations Follow Up Boss Embedded App
    To start using the Paperless Pipeline embedded app, the Follow Up Boss Account Owner or Admin must first enable it.   After the embedded app is enabled, you and your team can connect your Paperless Pipeline profiles. From there, you can l...

  9. Follow Up Boss Embedded App

    Created On: 09/30/2024 in Guides By Topic Integrations Follow Up Boss Embedded App
    With the Paperless Pipeline embedded app, you can access essential transaction details directly within Follow Up Boss. Rather than switching between platforms, you can view key information such as status, dates, commission details, and recent docu...

  10. Follow Up Boss Embedded App

    Created On: 09/30/2024 in Guides By Topic Integrations Follow Up Boss Embedded App
    The Paperless Pipeline embedded app brings key transaction details directly into Follow Up Boss (FUB), making it easy to view important transaction information alongside a contact's profile. ...