![]() ![]() Select the stage that best describes the current status of the transaction. ![]() The Transactions page allows you to sort by transaction name, so the naming convention you choose should reflect how you’d like to view the transactions on that page. You can later filter and report on transactions based on a zip code. Whenever your transaction name ends in a 5 digit zip code, the system will extract that zip code → and associate it with that transaction. To help support naming conventions, admins can define custom naming instructions → for the Transaction Name field from the admin area. ![]() Most companies use the property address as the name of the transaction. It's good policy to choose a naming convention for transactions in your company. Keep Your Computer Logged in to Pipeline for 7 Daysįor security reasons, only admin can change the location after the transaction has been created.Syncing and Unsyncing Tasks with Calendars.Add a Pipeline Icon to a Mobile Device’s Home Screen.Import Dropbox Docs into Unassigned Docs.Viewing Closed, Expired & Canceled Transactions.Save Custom Searches & Sorts as Shortcuts.Track Received Email Messages and Attachments on Transactions.Send or Add Audio Messages from Transactions.Create & Manage Reusable Message Templates.Share Transaction Contacts Conveniently via Notes.Managing Both Sides of a Sale Within a Single Transaction (Dual-sided Transactions). ![]()
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