Updated Articles

  1. Agent Contribution Report

    Last Updated: 02/14/2024 in Guides By Topic Commission Module Financial Reporting
    Download the Agent Contribution Report to view agents' commission contributions to the brokerage. Introduction The Agent Contribution Report allows admins to view the transaction and referral commission contributions made by agents to th...

  2.  Pipeline Pro: Creative Ways to Use Announcements (February 15, 2023)

    Last Updated: 02/13/2024 in Guides By Topic Training Admin Training Pipeline Pro Webinars Paperless Pipeline Pro Webinar
    This week, we'll cover several creative options for informing, directing, and educating your team via Pipeline's Home Page Announcement . Be sure to bring any creative ways you use Announcements to share with the group! ( February 15, 2023 ) 1...

  3. Pipeline Pro: Creative Ways to Use Announcements 🎥

    Last Updated: 02/13/2024 in Guides By Topic Account Home Page Announcement
    This week, we'll cover several creative options for informing, directing, and educating your team via Pipeline's Home Page Announcement. Be sure to bring any creative ways you use Announcements to share with the group! (February 15, 2023)

  4. Create & Manage Reusable Message Templates

    Last Updated: 02/13/2024 in Guides By Topic Messaging
    SUMMARY Learn how to create and manage reusable Message Templates . IN THIS ARTICLE Introduction Video 🎥 Who Can Do This? How To Create a Message Template When Sending a Message Manage Message Templates Outside of Transact...

  5. View A Transaction Flag's Criteria

    Last Updated: 12/13/2023 in Guides By Topic Transactions Transaction Flags
    View the search criteria set for a flag and a list of transactions that currently match. You can view a flag's criteria either from flagged transactions on your Transactions List or when saving a search from the Transaction Search area.

  6. Save A Transaction Flag

    Last Updated: 12/13/2023 in Guides By Topic Transactions Transaction Flags
    Save a Transaction Flag for important transactions based on any search criteria. Pipeline will automatically flag matching transactions, making them highly visible and instantly identifiable to you.

  7. Remove A Transaction Flag

    Last Updated: 12/13/2023 in Guides By Topic Transactions Transaction Flags
    Remove a Transaction Flag when you no longer need it.

  8. What's New (October 29, 2023)

    Last Updated: 12/12/2023 in What's New
    Break Docs Apart Faster By Pointing And Clicking Extracting pages and breaking large docs into smaller docs is now faster, easier, and more intuitive. Preview the doc's pages in thumbnail or enlarged form, then click the scissors in between the d...

  9. Pin A Checklist On A Transaction

    Last Updated: 12/12/2023 in Guides By Topic Checklists & Tasks
    Pin a checklist on a transaction to the top the Checklists area. By default, checklists appear in the order they're added with the most recent at the top. A pinned checklist will remain at the top even once new checklists are added.

  10. Delete a Transaction

    Last Updated: 12/12/2023 in Guides By Topic Transactions Manage Transactions
    Permanently remove a transaction from your Paperless Pipeline account.