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Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY Short version: 1) Click the grey bubble next to the doc's name. 2) Enter your comment. 3) Click Save. The bubble will turn blue, indicating to others the presence of a comment on that doc. IN THIS ARTICLE Adding Comments Editin...
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Last Updated: 04/05/2024
in Guides By Topic Transactions
SUMMARY Import your Pipeline contact information easily into your address book and email software using Virtual Business Cards (vCards). IN THIS ARTICLE How to Download an Agent's vCard How to Install an Agent's vCard on Android Devices ...
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Last Updated: 04/03/2024
in Guides By Topic Messaging SUMMARY Easily keep track of transactions that have received emails during your desired time period by adding a custom shortcut to your Transactions page and Home page. IN THIS ARTICLE Search for Transactions with Received Emails Add a Sh...
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Paperless Pipeline automatically recognizes zip codes in transaction names for subsequent reporting and searching. Add Zip Codes to Transactions When you enter a 5-digit zip code preceded by a space at the end of a transaction name, Pipeline s...
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SUMMARY The Listing Inventory Report allows you to closely monitor the health of your business and track market changes by reporting your listing side inventory for a specified period. The report includes the number of listings, list price volume,...
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SUMMARY Commission Notes are a great way to keep track of details that are pertinent to an agent’s commission plan. Access and Edit Commission Notes Click "Manage Users" from the left menu. Select an agent to enter commission...
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SUMMARY Learn how to distribute commission to an in-house referring agent. :43 Use this feature only for transactions where one of your agents is referring a client to another one of your agents. Learn more here: Track Referra...
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SUMMARY Track and designate outside referral commission inside of Pipeline’s Manage Commissions page. As of 4/2/17, the "Generate CDA" option has been renamed to Manage/Update Commissions IN THIS ARTICLE Entering Referral Commissions Rep...
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Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY Pipeline will automatically remember the last sort option you used on a transaction's docs. Whenever you go to any transaction, its docs will be sorted by your last sort order. Sort Transaction Docs In the docs section of a t...
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SUMMARY Client fees are fees paid by buyers or sellers outside of normal commissions to the brokerage or agents. Once client fees have been set up by a master admin on the Client Fees page, those client fees can be applied when managing commissi...