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SUMMARY This article introduces some of the advanced, time-saving features available to admins. IN THIS ARTICLE Match Checklist Tasks with Documents Keyboard Shortcuts Drag and Drop Contacts into Messages Using Dual Monitors Navig...
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SUMMARY This article will show you how to sync your tasks with Google Calendar, iCal, and Outlook. IN THIS ARTICLE Sync and Unsync Tasks with Google Calendar Sync and Unsync Tasks with iCal Sync and Unsync Tasks with Outlook FAQ ...
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Last Updated: 04/05/2024
in Guides By Topic Transactions
SUMMARY The New Offer feature is used to create a copy of an existing transaction. This feature is most useful when a pending offer on a listing has fallen through (or was cancelled/terminated for any reason) and there's now a new offer on the s...
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SUMMARY Create checklist templates to be automatically or manually applied to transactions. Automate and designate tasks by setting visibility, automatic due dates, and key date indicators. Use @mention to highlight or assign tasks to individua...
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SUMMARY Place a Paperless Pipeline icon on your smartphone’s or tablet’s home screen to access Pipeline with one touch. IN THIS ARTICLE IOS Devices (iPhone, iPad, & iPod Touch) Android Devices Windows 8, 8.1, RT Pipeline Pro Webinar...
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SUMMARY Learn how to activate Paperless Pipeline's Commission Module.
IN THIS ARTICLE Introduction Who Can Do This? How To Activate Commission Module on your Pipeline Account Set Up Commission Module 🎥 Use Commission M...
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Currently on hiatus: Paperless Pipeline Pro Webinars will return in the fall.
Join us Wednesdays for Pipeline Pro Webinars!
Pop in any Wednesday at 12:00pm Central and learn how to master the various areas in Paperless Pipeline. ...
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Last Updated: 07/15/2024
in Guides By Topic Transactions
SUMMARY Learn how to set default values (including placeholder information) to be automatically inserted into the More Info , Admin Info , and Commission Summary fields on all new transactions. IN THIS ARTICLE Introduction Who Can ...
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SUMMARY Checklists are a great way to help your team keep track of tasks and required documents within a transaction. In this article, you’ll learn how to create checklist templates that can later be applied to transactions. IN THIS ARTICLE ...
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SUMMARY Paperless Pipeline’s commission module generates commission disbursement authorizations (CDA’s) right out of Pipeline. The CDA is a document that can be sent to escrow, title company, an attorney, or whoever is handling the closing. I...