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Last Updated: 07/15/2024
in Guides By Topic Transactions
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View flagged transactions to keep an eye out for transactions that are important to you when working in Pipeline. When a transaction matches one of your saved flags, it will be flagged automatically, making it easy to spot.
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Last Updated: 07/15/2024
in Guides By Topic Transactions
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Duplicate a transaction to save time by creating a new transaction based on an existing one. For example, duplicate a transaction to start over when a buyer's offer falls through, duplicate a template transaction to use default info for certain transactions, and duplicate a single transaction multiple times to handle a parcel of properties.
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Last Updated: 07/15/2024
in Guides By Topic Account Home Page Announcements are an easy way to keep agents and admins in the loop.
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Remove an announcement when you no longer want it displayed on the Home page. Who Can Do This? Master admins can remove announcements. To remove an announcement: Scroll down to the Home Page Announcement section. Either remove th...
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Post a Home Page Announcement to share important news or information with agents and admins.
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Manage an agent's Next Commission Split Threshold to allow the system to track how much of their commission must be paid to the brokerage before they advance to the next commission split. Who Can Do This? Admins with permission to both...