SUMMARY This article shows how to save time by utilizing smart checklists on transactions to readily identify checklist tasks that correspond to documents and documents that correspond to checklist tasks. The smart checklist features work bes...
SUMMARY The Commission & Closings report shows how much commission and fees your company collected and what commissions were paid out on closed transactions in the selected period. IN THIS ARTICLE Download a Commission & Closings Report Re...
Are you not able to delete a transaction? Only master admins can delete transactions. This guide explains what to do when you need to delete a transaction but are unable to do so. Reason When you do not see the option to [Delete this Transactio...
SUMMARY The received emails page allows you to view emails and their corresponding notes from transactions. IN THIS ARTICLE Who Sees What? Preview Emails Adding Notes Using the Maildrop Address Who Sees What? Only the sender o...
SUMMARY Short Version: 1) Open a transaction. 2) Click "Received Emails" from the left menu. 3) Click any email to view its details. IN THIS ARTICLE View Emails Sent to a Transaction Open or View an Email's Attachment Emails Sent to Tra...
Two-factor authentication (2FA) adds an extra layer of security to your Pipeline account. It requires users to enter a security code sent to their login email before gaining access.
SUMMARY Learn how to download a checklist from a transaction to collaborate or share offline. IN THIS ARTICLE Introduction Who Can Do This? Download a Transaction Checklist View the Download Introduction Checklist tasks nea...
SUMMARY
Master admin can delete received emails and their corresponding notes from transactions.
Delete an Email from Received Emails
To delete an email from Received Emails:
Navigate to the transaction.
Click [Received...
SUMMARY Admins can choose to be notified via email whenever an agent adds a document to a transaction. IN THIS ARTICLE Subscribe to Notifications Email Notification Triggers Subscribe to Notifications To subscribe to these notifi...