Pipeline Pro Webinar Recordings

Scheduled Messaging

April 19, 2023

This week we'll cover all the glorious details related to automating both your message templates and transaction messages to ensure your recipients get the right messages when they most need them.

15:27

Message Template Magic

April 12, 2023

This week we'll go over all the magical features, tips, and practices that help you create useful and time-saving message templates. This session is a great pre-cursor to next week's webinar covering Schedule Messaging.

20:24

Did You Know? Transactions Edition

April 5, 2023

This week we'll be revealing the transaction-related features you're often surprised to learn exist in Pipeline. Come see which of these time-savers will become part of your daily routine.

17:17

Did You Know? Reporting Edition

March 29, 2023

Pipeline offers several reporting options that people are often surprised to learn about. Come discover which of these reporting tools will fit perfectly in your Pipeline toolbox!

15:33

Did You Know? Messaging Edition

March 22, 2023

There are a handful of features related to messaging in Pipeline that people are often surprised to learn exist. Come see which of these time-savers you can stash into your bag of Pipeline tricks!

13:50

Getting Ahead with Type-Ahead

March 15, 2023

Type-ahead allows you to find or select information from lists much more quickly than reading through the list of items, especially when that list is long. Come find out where type-ahead lists live throughout Pipeline (several you're likely not aware of) so you can start saving time throughout your day.

15:35

Emojis: The Organization Tool You Didn't Know You Needed

March 8, 2023

This week we'll cover the different options in Pipeline that control who can view tasks in the system.

20:55

Fan Favorites

March 1, 2023

From small conveniences that improve your day-to-day workflow to huge time-savers, this week we’ll be covering the features you regularly tell us you ❤️ in Pipeline.

18:39

Controlling Who Can See Tasks

February 22, 2023

This week we'll cover the different options in Pipeline that control who can view tasks in the system.

11:52

Creative Ways to Use Announcements

This week, we'll cover several creative options for informing, directing, and educating your team via Pipeline's Home Page Announcement. Be sure to bring any creative ways you use Announcements to share with the group! (February 15, 2023)

11:17

Enabling Agents (in the good way)

February 8, 2023

This week we'll cover how you can set your agents up to help manage different aspects of your office's transaction workflow, giving them more autonomy (if desired), and saving admins' time.

18:42

Recovery Options

This week we'll go over your options for retrieving offline, deleted, or overwritten data in Pipeline.

10:55

Adding Users to Pipeline Without Giving them Access

This week we'll cover how you can add users (typically agents) to your Pipeline account that you don't want to be able to log in (either temporarily or permanently).

10:46

Getting Your Important Pipeline Information Noticed

Come learn how you can make your important Pipeline information stand out so deadlines and requirements don't get overlooked.

20:01

Create Unlimited Email Aliases to Support Special User Scenarios

This week we'll cover how some email systems allow you to create email address aliases that can then be used to support certain user needs in Pipeline.

17:15

When It's Time to Print

Need to adjust system email settings to better fit your team's workflow? This week we'll go over the various system emails that exist and review the options related to them.

17:15

What Agents See

Come join us this week as we take a look at Pipeline from an agent's perspective, viewing pages as they see them.

18:50

System Email Options

Need to adjust system email settings to better fit your team's workflow? This week we'll go over the various system emails that exist and review the options related to them.

11:48

Managing Buyer Offers

This week we'll cover the different options for managing your buyers' offers in Pipeline.

7:18

Viewing Recent Activity Throughout Pipeline

This week we'll take a deep dive into Pipeline's full ad hoc reporting options and explore how they can benefit you and your team.

18:09

Ad Hoc Searching and Reporting

This week we'll take a deep dive into Pipeline's full ad hoc reporting options and explore how they can benefit you and your team.

24:34

Tracking User Productivity

This week we'll explore the visibility you have into your team's productivity in Pipeline.

8:46

Top 5 Agent Features

Come learn about the most popular agent-productivity-boosting features in Pipeline!

16:12

New Reverse Doc Name Matching

This week we'll go over the new feature that allows you to easily identify docs that correspond to completed tasks on transactions. We'll also cover tips for getting the most out of that feature.

8:00

Using Checklist Auto-fill Tags

Since there were a number of questions related to the checklist auto-fill tag portion of last week's webinar, this week we'll dive deeper into how to utilize those auto-fill tags in messages.

11:41

Tracking Key Dates and Timelines in Pipeline

This week we'll dive into how to setup, sync, and share key dates and timelines in Pipeline.

9:48

Easy on the Eyes

Pop in this week to learn several ways to keep your Pipeline data as clutter free and easy to wield as possible.

11:35

Classifying Transactions

Need to designate certain transactions for certain admins, flag them based on agent tenure, or otherwise categorize them beyond property type? This week we'll explore a creative method of classifying your transactions.

12:14

Top 5 Checklist Tricks

Find out the top 5 checklist tricks that'll help save you and your team time and clicks.

16:54

The 10 Biggest Time Savers in Pipeline

This week we'll highlight the top 5 tools in Pipeline that can save you and your team huge chunks of time every day.

23:04

Recent and Upcoming Features

Your Pipeline Pro weekly webinars are back from summer hiatus! On our first week back, we'll be catching you up on both upcoming and recently released tools and time savers in Pipeline.

9:36

New Home page + Sneak peek of upcoming features

Come learn about how your new Home page works to help you identify the information you need to work on first. We'll also be going over new features that are just around the corner!

22:26

Pro User Spreadsheet Tips & Techniques

On our last spreadsheet webinar we covered Macros, subtotaling, filtering, and much more (check that out!). This week we'll cover additional game-changing tips & techniques (including some advanced ones) that will allow you to produce, adjust, and present the exact Pipeline data you need quickly and efficiently.

29:16

Effective ways to utilize the More Info field

This week we'll go over several creative and practical examples of how the More Info field can help improve your efficiency in Pipeline. Be sure to pop in!

9:14

Custom shortcuts: Why they're your new best friend

If you haven't fallen in love with the new custom shortcuts already, come learn why you will! We'll be going over ways to gain the most use out of them as well as look ahead to new, related enhancements.

14:35

Sort of fun

Come learn how certain sort features in the system can help you get right to the info you need or make info easier for your team members to find. We'll include some power-user options you may not be aware of.

11:11

Getting the most use out of statuses throughout Pipeline

Come learn how to put statuses to work in ways that save time and improve workflow for all members of your team.

14:26

Syncing some or all tasks to calendars

It's not all or nothing! Come learn your options for syncing some or all of your Pipeline tasks to your favorite calendar.

10:30

Understanding Listing & Pending Inventory Reports

This week we'll go over the Listing & Pending Inventory reports, the special information they include, and how they can be valuable for your office.

7:00

Building a custom training library for agents

Whether you need to implement initial roll-out training or ongoing training for new agents, you won't want to miss this session! You'll learn how to create custom training libraries that will help you train your team on the parts of Pipeline they need to know.

10:03

Removing Data

Come learn when it is (and is not) appropriate to remove certain data in Pipeline and how to do it.

7:23

Managing Commissions for Flat Fee Brokerages

Come learn how Pipeline's Commission & Reporting Module can be used to consolidate a flat fee brokerage's commission processing and streamline their workflow.

18:15

The important DOs and DON'Ts of creating and deactivating users

Come learn how to properly create and deactivate users in Pipeline and avoid potentially significant issues.

7:56

History: Where It Is And When You Need It

This week we'll go over the different areas to find audit trail and activity history information and identify when you'll need it.

6:49

Advanced Usage of Manage Users

Come learn the advanced and creative options for storing and managing all sorts of information under Manage Users.

10:27

Documenting and keeping good notes in Pipeline

Adding notes to the right places means quick and easy access to that info when it's needed later. Come learn the most relevant places to add and retrieve notes and other documentation in Pipeline.

14:29

Creative Options for Sending Docs to Pipeline

This week we'll discuss different ways to creatively take advantage of maildrop addresses to get your docs into Pipeline. We'll also go over rules, tips, and tricks related to emailing docs into Pipeline quickly & easily.

11:43

Getting team members the information they need

Come learn how to use the tools in Pipeline to continuously inform, communicate, and arm your team with what they need to be successful in Pipeline.

18:15

Manage PDFs Like a Pro

Come learn how to navigate, manipulate, and generally master working with and getting the most out of PDFs both inside and outside of Pipeline.

14:55

Preparing for year-end in Pipeline

Come learn how to prepare and access all the Pipeline info you'll need to be ready for year-end.

9:13

Avoiding Common Mistakes

This week we'll cover common mistakes we see offices encounter that can keep an office from getting the most out of Pipeline.

12:00

Drag 'til you drop

This week we'll be going over all the wonderful ways you can drag and drop in Pipeline, saving yourself a ton of typing.

4:57

Optional Date Field Usage

Come learn how the new optional date fields work and what they help you leverage.

3:42

Special Back-end Settings

This week we'll go over a handful of little-known account settings we can change from our end that can change how you use Pipeline.

4:54

Where's that? Finding hidden or lost treasures

Come learn how you can find information that's not readily available, that you thought was lost, or is otherwise elusive.

11:23

Be Bold! Format messages to look the way you want

Come learn the various formatting options that can help add emphasis, clarity, and readability to your messages in Pipeline. We'll also reveal an upcoming formatting option for tasks that can help improve your workflow.

7:15

Creative Ways to Use Transactions

Did you know transactions can be used for more than just storing transactions? Come learn the clever ways you can create transactions in Pipeline to store, manage, and streamline non-transaction activities and information.

11:15

Multitasking in Pipeline

This week we'll explore ways to deftly manage your multi-action responsibilities in Pipeline, saving you loads of time throughout your day.

7:16

Pro Document Handling

Come learn about about the advanced doc-related features in Pipeline that allow you to handle docs like a pro.

12:05

What's New - End of Summer Edition

Come get a personal tour of the tools and time savers added to Pipeline over the past few months.

11:03

Apps and Tools that Work Well with Pipeline

From extensions to integrations and everything in between, this webinar dives into tools we've come across that enhance your experience with Pipeline and beyond!

14:13

Hover to Uncover

In this Pipeline Pro Webinar learn how hovering over specific items in Pipeline will reveal more vital information.

8:46

Quick Access

In this Pipeline Pro Webinar learn several quick ways to access transactions quickly.

6:57

Saving Space

In this Pipeline Pro webinar, learn the various ways Pipeline can flex to save space and look and work how you need it to.

9:38

Keyboard Shortcuts

In this Pipeline Pro webinar, learn valuable keyboard shortcuts that will streamline and optimize your Pipeline skills.

19:28

Super User Reporting Tips and Tricks

In this Pipeline Pro webinar, discover tips and tricks to make you a reporting super user!

7:45

Limiting Access

This Pipeline Pro Webinar explains how each of your team members only sees what they need to see is what leads to a productive team. Come learn the different ways of prohibiting access throughout Pipeline, both for security and for reducing the distraction of unneeded data for different team members.

15:05

Managing Both Sides of a Sale in a Single Transaction

In this Pipeline Pro webinar, see how simple it is to properly secure and manage your dual-sided transactions in Pipeline.

8:06

Agent Checked Tasks

In this Pipeline Pro webinar, learn how agents can indicate to admins that they have completed a task by checking the task's checkbox. Tasks checked by agents will display a special indicator which lets both agents and admins know when a task has been completed.

6:06

To Backup or Not to Backup

In this Pipeline Pro session, learn the options, alternatives, tips, and best practices for managing your backups and the data within.

9:20

What's New

In this Pipeline Pro webinar session, get a quick walk-through of a few recently added features.

11:19

How to Train Your Agents

In this Pipeline Pro Webinar you'll learn about the best practices for getting agents to complete what needs to get done and how to use Pipeline the way you need them to.

14:18

Managing and Storing Docs

In this Pipeline Pro session, we'll cover how to efficiently manage all transaction-related docs within Pipeline, including options and tips that will help you streamline the entire process.

17:01

Effortless Messaging

In this Pipeline Pro session, learn the various ways to type less, optimize more, and make your messages do all the work!

13:07

Let's Go Mobile

In this Pipeline Pro webinar, we'll go over the different ways to take advantage of Pipeline from your mobile device.

10:21

Personal Profile: Exercise Your Options

In this Pipeline Pro webinar, learn the various options available on your Personal Profile and learn how hard they work for you.

9:52

Managing Agent Commission Changes Throughout the Year

Do your agents' commission splits change throughout the year? In this Pipeline Pro session, learn how Pipeline makes it easy to know when an agent’s commission split should change from one level to another.

10:13

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.

11:45

Workflow Tips For Unassigned Docs

In this Paperless Pipeline Pro session you will learn all the time-saving and clever ways to utilize the Unassigned Docs page.

11:13

The Reference Page

This Pipeline Pro webinar covers the various options available on the Reference page as well as how to best utilize them.

6:29

Build Custom Reports

This Pipeline Pro webinar covers building custom reports that pull the exact transactions you need to see. The Advanced Search area allows you to combine search and filter criteria for all the primary transaction fields, including date fields, saving you time by manually excluding unneeded transactions.

6:29

Admins Explained

This Pipeline Pro session covers the different levels of admins. We'll cover what each can do and see, as well as how each level impacts and assists agent workflows.

10:25

New Offer

This Pipeline Pro session covers the New Offer feature: How it works, when to use it, and all its wonderful perks. (December 12, 2018)

10:26

Spreadsheet Superpowers for your Pipeline Reports

This Pipeline Pro session covers the game-changing tips and tools within spreadsheets that will allow you to produce the exact data you need in a fraction of the time.

21:39

Hidden Help

This Pipeline Pro session covers clever tips for finding info and answers quickly and easily as well as ways you can fully fine-tune your account.

10:04

Use Pipeline to Store HR files for Agents and Employees

This Pipeline Pro session covers techniques that make storing Human Resources files in Pipeline secure and convenient.

15:03

Getting Tasks to the Right People

This Pipeline Pro session covers how to ensure the right people can see their tasks, highlight tasks for certain people and groups, and learn when and how tasks get received and seen.  

12:49

Email Faster and Smarter from Pipeline

This Pipeline Pro session covers multiple ways to streamline the process of emailing from Pipeline. We'll cover features and strategies to execute before and after the send.  

11:51

Time Saving Doc Review Tips

This Pipeline Pro session covers ways to perform your doc reviews most efficiently. We'll go over tips that speed up the review process and save you time.

10:27

Using Tasks as Custom Fields

This Pipeline Pro session covers how to use tasks to help track custom information you'd like to store in transactions.

7:52

Tracking Lead Sources

This webinar covers how to set up and track lead sources in Paperless Pipeline, including the various ways to manage and report on them once they've been applied.

7:36

The Hidden Benefits of Transaction Labels

This webinar covers how Transaction Labels help make your workflow more efficient in areas you may not realize. When used correctly, Transaction Labels are a huge time saver and essential for simplifying and automating your account.

12:32

Standard Document Names

In this webinar, we'll go over all the ways Standard Document Names impact how you and your team work and how they can be utilized simply or creatively to save time.

8:09

In & Out - The easy ways to get info into and out of Pipeline

This webinar covers the various ways you can upload bulk data or extract info to share or utilize offline. We'll also touch on an upcoming feature that will help you extract the info you need.

21:20

Paperless Pipeline Pro Webinar: Auto-fill Tags: Using auto-fill tags to customize message templates

Learn how let the system do your typing when sending notes. We'll cover how and when to setup auto-fill tags in your message templates so they'll be replaced with the appropriate value from the transaction whenever you use the template to send a note. We'll also go over an advanced auto-fill feature.

11:37

Paperless Pipeline Pro Webinar: Document Labels - Best Practices and Special Uses

Learn how document labels can help streamline your work processes as we cover best practices and special use cases for the labels.

9:44

Who, What, Where - The Many Ways to Search in PP

This webinar covers both the standard and creative methods of finding what you need in Pipeline.

13:33

Backups - Where's your data?

Learn about backup options including offline access, planning for the future, using backups for audits, and more.

9:50

Power User Tips & Features

Learn several shortcuts, tips, and pro user features in Pipeline that'll make you feel like you have superpowers!

18:51

Managing Teams

This webinar covers how to set up and maximize teams in Paperless Pipeline. Learn to separate transactions, users, permissions, visibility, and communications by teams to optimize and streamline your workflow.

13:38