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Created On: 08/04/2025
in Guides By Topic Pipeline eSign
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Created On: 08/04/2025
in Guides By Topic Pipeline eSign
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Created On: 08/04/2025
in Guides By Topic Pipeline eSign
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Transaction's aren't always one and done. A client might back out, or you may need to manage multiple offers. New Offer gives you a clean way to move forward without starting over or losing history. Instead of editing the original transaction to fi...
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Created On: 01/16/2025
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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...
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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...
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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...
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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 ...
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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...