Paperless Pipeline
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Table of Contents
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Transactions
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Commission Module
FAQ & Troubleshooting
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Transactions
Auto-detected Transaction Sides
Understanding Transaction Statuses
Customize Transaction Statuses
Manage Agents' Ability to Set Transaction Status to Closed, Terminated, and Expired
Creating and Using Custom Transaction Labels
Tracking Lead Sources
Optional Fields
Custom Fields
Set Default Value for Transaction Fields
Custom Formatting Help for Transaction Names
Managing Expiration Dates of Listings
Email Agents Expiring and Closing Transaction Reminders
Transaction Coversheets
Transactions List
Manage Transactions
Transaction Flags
Search A Transaction's Activity History
Create a New Offer
When to Add New Offers?
Managing New Offers
Download Individual Transactions on Demand
Designate an Agent as an Assistant on a Transaction
Download Agent's vCard
FAQ & Troubleshooting Transactions
Ways To Use Transactions