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March 22, 2023 There are a handful of features related to messaging in Pipeline that people are often surprised to learn exist. Come see which of these time-savers you can stash into your bag of Pipeline tricks! 13:50 ...
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March 29, 2023 Pipeline offers several reporting options that people are often surprised to learn about. Come discover which of these reporting tools will fit perfectly in your Pipeline toolbox! 15:33 ...
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April 5, 2023 This week we'll be revealing the transaction-related features you're often surprised to learn exist in Pipeline. Come see which of these time-savers will become part of your daily routine. 17:17 ...
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April 12, 2023 This week we'll go over all the magical features, tips, and practices that help you create useful and time-saving message templates. This session is a great pre-cursor to next week's webinar covering Schedule Messaging. 20:24 ...
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April 19, 2023 This week we'll cover all the glorious details related to automating both your message templates and transaction messages to ensure your recipients get the right messages when they most need them. 15:27 ...
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Last Updated: 09/22/2023
in What's New Message template scheduling Save time and avoid oversights by auto-generating custom scheduled messages when transaction milestones are met. You no longer need to track when messages need to be sent based on activity on a transaction. The syste...
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Last Updated: 09/22/2023
in What's New Ensure contact info on transactions is clean and up-to-date Adding contacts to transactions gives your team at-a-glance access to contacts' information, and allows for effortless single-click messaging and contact sharing . The new Contact Mana...
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Last Updated: 09/22/2023
in What's New SEARCHING & FILTERING Assess your company's performance based on rolling 365 days : All reports and Transaction List searches now offer a "Last 365 Days" option. Combine this new option with all the existing search and filter options to target a...
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Last Updated: 09/22/2023
in What's New LOOK & FEEL Style refresh is now even fresher: We've heard your feedback, both good and bad, and have made a few tweaks we're confident you'll be thrilled with! Pipeline has still retained the clean look and feel of the previous refresh, but we'v...
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Last Updated: 09/22/2023
in What's New Fresh, new look: Pipeline has gotten a facelift! You'll still see all the features you know and love in their same places, but with updated styling, coloring and other modern enhancements. Take a look around to check out all the new feels. Bump ...