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SUMMARY An admin can control the visibility of each task on checklist templates. This adds an extra layer of privacy, organizes tasks more effectively, and eliminates involvement of users not responsible for tasks. IN THIS ARTICLE Video: Set T...
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SUMMARY Users in Paperless Pipeline are people (such as agents and staff) who can log in to a company’s account. Short version: 1) 2) Click [Manage Users]. 3) Click [Add User]. 4) Complete the form to create a new user. 5) Click [Add User] t...
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SUMMARY Completed tasks can be set to be hidden on transaction checklists. Hiding completed tasks reduces clutter and makes checklists easier to manage. IN THIS ARTICLE Setting Completed Tasks to Be Hidden Viewing Completed Tasks ...
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Last Updated: 07/15/2024
in Guides By Topic Transactions
SUMMARY This article will show you how to create and use custom lead sources to help measure the effectiveness of your advertising campaigns. Examples of lead sources may include Sphere of Influence, Realtor.com, Google AdWords, etc. You can...
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Last Updated: 07/15/2024
in Guides By Topic Docs
SUMMARY Break apart templates enable you to quickly apply a standard break apart configuration to a document. This can be helpful if you regularly scan a group of docs into Pipeline in the same order. IN THIS ARTICLE Create a Break Apart T...
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SUMMARY Learn how to use Key Dates to designate tasks in your Checklist Templates as important timeline dates that can be displayed on your transaction coversheets, synced to your calendar app, and autofilled into emails and message templates...
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SUMMARY An admin can use @mention to highlight or assign tasks to users or groups. IN THIS ARTICLE Video: Highlight a person's Task by @mentioning Them What is @mention? Mention a Person in a Task Mention a Group of People in a Ta...
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SUMMARY Back up your checklist templates or share them with external managers and admins. Short version: 1) From the Checklists page in the Admin area, click the gear next to the template you want to back up or share. 2) Select “Download temp...
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Last Updated: 07/15/2024
in Guides By Topic Docs
SUMMARY Learn how to set up Standardized Document Names. Standardized Document Names help keep your company's docs organized, and help your admin and agents comply with your company's preferred Document Names , Document Labels , and Permi...
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Last Updated: 07/15/2024
in Guides By Topic Transactions
SUMMARY Learn how to set default values (including placeholder information) to be automatically inserted into the More Info , Admin Info , and Commission Summary fields on all new transactions. IN THIS ARTICLE Introduction Who Can ...