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SUMMARY Pipeline will automatically detect referrers on transactions and apply them to CDAs. Identify a Referrer To identify a referrer, add the person as a contact on the transaction. here's how: From any transaction, scroll down to the “A...
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SUMMARY Downloads of large files will sometimes get interrupted due to network problems or bandwidth caps and fair-use limits imposed by ISPs. Follow the steps outlined in this article to resume interrupted downloads across multiple browsers. IN...
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SUMMARY The Lead Sources Report provides a breakdown on the number of closed transactions, commission, and the sales volume generated by each lead source. IN THIS ARTICLE Download a Lead Sources Report Read the Report Download a Lead ...
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SUMMARY This article shows you how to control the order in which auto-assigned checklists are displayed on transactions. This can come in handy if there are several lists being auto-assigned at once. IN THIS ARTICLE Overview Set Up Check...
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SUMMARY The Pending Inventory Report allows you to forecast future commissions for specified time periods. It includes sales and commission figures for all your pending transactions, and can be filtered by side, Transaction Label, and date range....
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SUMMARY This article will explain how to download a list of users directly from your Paperless Pipeline account. Short version: 1) Under Manage users in the Admin area, click “Download User List”. 2) Change the name of the file if desired, an...
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SUMMARY This article describes how to customize the number of reporting days on certain reports by changing the number in the URL. IN THIS ARTICLE Which Reports can be Customized How to Customize Reports How to Save Your Customized Repo...
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Access the Commission Summary to get a snapshot of company-wide production across multiple months and years. Introduction The Commission Summary gives admins a quick snapshot of agents' commission performance over time. It displays past agen...
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Last Updated: 04/03/2024
in I am an admin. Your Email Signature Formatting in Pipeline Email Docs & Notes from Transactions Alternate Email Signatures Received Emails Track Received Emails Track Received Email Messages and Attachments on Transactions D...
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SUMMARY Learn how to download and view a Usage by Agent Report . IN THIS ARTICLE Introduction Who Can Do This? Download a Usage by Agent Report View the Download COLUMN DEFINITIONS Account Added On Last Login Docs Uploa...