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Last Updated: 07/15/2024
in Guides By Topic Messaging
SUMMARY Note and email templates are shareable between admins. After creating a note/email, click the "Share with other admins" checkbox. It will appear in the Saved message templates dropdown list of other admins' shared templates. IN THIS AR...
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SUMMARY Agents can receive monthly production reports containing their year-to-date and previous month's production numbers, including sales volumes and commissions. Short version: To turn on the company-wide setting to allow the reports to b...
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SUMMARY Paperless Pipeline sends out a daily email showing which tasks are overdue, due today, and due tomorrow. You can opt in or out of this email as shown below. You can also opt in or opt out your agents from receiving this email. This artic...
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Last Updated: 07/15/2024
in Guides By Topic Docs SUMMARY Each user has their own unique transaction maildrop addresses and Unassigned maildrop address so that Paperless Pipeline will know from which user a message and attachment is coming. IN THIS ARTICLE Find your Unassigned Docs Maildrop ...
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Last Updated: 07/15/2024
in Guides By Topic Docs SUMMARY Learn how to use customized labels to distribute unassigned doc assignment responsibilities across multiple admins. IN THIS ARTICLE Define Custom Labels for Company Use Apply Labels 1:06 Define Custom Labels for Comp...
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SUMMARY Learn how to combine multiple identical Checklists Templates related to individual Locations or Labels into a single Checklist Template related to multiple Locations or Labels . Introduction You can now relate a single che...
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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...