Updated Articles

  1. Messaging

    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...

  2. Autofill Tags

    Last Updated: 04/03/2024 in Guides By Topic Messaging
    SUMMARY Learn how Autofill Tags within Message Templates allow Pipeline to do the typing for you. When you use Autofill Tags within Message Templates to send a note or email, information from the transaction will be added to your messa...

  3. Emailing Outside/Co-op Agents

    Last Updated: 04/03/2024 in Guides By Topic Messaging
    SUMMARY If your transaction has an outside co-op agent, you can now record their email address and easily send notes to them. IN THIS ARTICLE Add a Co-op / Outside Agent Email an Outside Agent :50 Add a Co-op / Outside Agent ...

  4. Send or Add Audio Messages from Transactions

    Last Updated: 04/03/2024 in Guides By Topic Messaging
    SUMMARY   Record quick Audio Messages as an alternative to leaving a voicemail, to add a personalized recording to a transaction, or whenever it's more convenient. IN THIS ARTICLE Send or Add an Audio Message Listen to a Sent Audio Message ...

  5. Track Received Email Messages and Attachments on Transactions

    Last Updated: 04/03/2024 in Guides By Topic Messaging
    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...

  6. Track Received Emails

    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...

  7. Received Emails

    Last Updated: 04/03/2024 in Guides By Topic Messaging
    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...

  8. Contacts

    Last Updated: 04/03/2024 in I am an admin.
    Manage Contacts Export Account-wide Contacts as a Spreadsheet Share Transaction Contacts Conveniently via Notes ...

  9. Docs

    Last Updated: 04/03/2024 in I am an admin.
    Document Permission Categories Standardized Document Names Managing and Using Doc Labels Set Up and Manage Reference Docs & Links Download and Use Reference Docs & Links Send Reference Docs & Links from a Transactio...

  10. Transactions

    Last Updated: 04/03/2024 in I am an admin.
    Auto-detected Transaction Sides Understanding Transaction Statuses Customize Transaction Statuses Manage Agents' Ability to Set Transaction Status to Closed, Terminated, and Expired Creating and Using ...