Updated Articles

  1. What's New (June 25, 2023)

    Last Updated: 10/12/2023 in What's New
    Easily track custom information important to your team with optional pre-set and custom fields Optional Pre-set Fields  From Company Settings , click to turn on any of the following fields your office needs to track on transactions. Earne...

  2. What's New (April 2, 2017)

    Last Updated: 10/12/2023 in What's New
    Quickly search a transaction's documents: There's a new search option above the documents area of every transaction. Use it to instantly locate a document. And many more small improvements.  Read the blog post for more info → COMMISSI...

  3. Introduction to Paperless Pipeline Pro Webinars

    Last Updated: 09/29/2023 in Guides By Topic Training Admin Training Pipeline Pro Webinars Paperless Pipeline Pro Webinar
    View Paperless Pipeline Pro Webinar recordings.

  4. Introduction to Paperless Pipeline Pro Webinars

    Last Updated: 09/29/2023 in Guides By Topic Training Admin Training Pipeline Pro Webinars View More Pipeline Pros
    View Paperless Pipeline Pro Webinar recordings.

  5.  Pipeline Pro: Getting team members the information they need (January 8, 2020)

    Last Updated: 09/29/2023 in Guides By Topic Training Admin Training Pipeline Pro Webinars Paperless Pipeline Pro Webinar
    January 8, 2020 Come learn how to use the tools in Pipeline to continuously inform, communicate, and arm your team with what they need to be successful in Pipeline. 18:15 ...

  6.  Pipeline Pro: Creative Options for Sending Docs to Pipeline (January 15, 2020)

    Last Updated: 09/29/2023 in Guides By Topic Training Admin Training Pipeline Pro Webinars Paperless Pipeline Pro Webinar
    January 15, 2020 This week we'll discuss different ways to creatively take advantage of maildrop addresses to get your docs into Pipeline. We'll also go over rules, tips, and tricks related to emailing docs into Pipeline quickly & easily. 11:43...

  7.  Pipeline Pro: Documenting and keeping good notes in Pipeline (January 22, 2020)

    Last Updated: 09/29/2023 in Guides By Topic Training Admin Training Pipeline Pro Webinars Paperless Pipeline Pro Webinar
    January 22, 2020 Adding notes to the right places means quick and easy access to that info when it's needed later. Come learn the most relevant places to add and retrieve notes and other documentation in Pipeline. 14:29 ...

  8.  Pipeline Pro: Advanced Usage of Manage Users (January 29, 2020)

    Last Updated: 09/29/2023 in Guides By Topic Training Admin Training Pipeline Pro Webinars Paperless Pipeline Pro Webinar
    January 29, 2020 Come learn the advanced and creative options for storing and managing all sorts of information under Manage Users. 10:27 ...

  9.  Pipeline Pro: History: Where It Is and When You Need It (February 5, 2020)

    Last Updated: 09/29/2023 in Guides By Topic Training Admin Training Pipeline Pro Webinars Paperless Pipeline Pro Webinar
    February 5, 2020 This week we'll go over the different areas to find audit trail and activity history information and identify when you'll need it. 6:49 ...

  10.  Pipeline Pro: The important DOs and DON'Ts of creating and deactivating users (February 12, 2020)

    Last Updated: 09/29/2023 in Guides By Topic Training Admin Training Pipeline Pro Webinars Paperless Pipeline Pro Webinar
    February 12, 2020 Come learn how to properly create and deactivate users in Pipeline and avoid potentially significant issues. 7:56 ...