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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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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...
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Last Updated: 07/15/2024
in Guides By Topic Transactions
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Customize your company coversheet layout to meet your office's specific needs, whether you want to summarize important information, highlight significant milestones, or showcase the individuals involved.
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Last Updated: 07/15/2024
in Guides By Topic Docs
SUMMARY Admins can choose to be notified via email whenever an agent adds a document to a transaction. IN THIS ARTICLE Subscribe to Notifications Email Notification Triggers Subscribe to Notifications To subscribe to these notifi...