Learn how to view Contacts on transactions. They may also hide (remove) it entirely from the list of suggestions when adding Contacts to transactions.Ĭontacts do not have access to your Pipeline account and are stored on transactions for your office's reference only. When outside Contacts are added to transactions, it is easy to identify them, send them messages, share their information with others, and (for offices subscribed to Commission Module) reference them when managing commissions.Īny Contacts added can be quickly added again on future transactions by typing just a few characters and then selecting one of the suggested previously used Contacts.Ī master admin can globally manage Contacts to update an incorrect variation of a Contact's details for all transactions it is associated with. How They WorkĪgents and admins can easily add Contacts to transactions, making them visible to anyone who can view the transaction. Zapiers automation tools make it easy to connect Paperless Pipeline and Notion. Learn how Contacts work in Paperless Pipeline, including adding them to transactions, managing them, downloading them and more.Ĭontacts are people outside your Pipeline account involved in a transaction, such as cooperating agents, escrow officers, attorneys, and sellers.Ĭontacts are an essential component of any transaction, allowing you to keep track of important information about the people or organizations you work with on transactions. Set up the Paperless Pipeline trigger, and make magic happen automatically in Notion. This Pipeline Pro session covers how document labels can help streamline your work processes through best practices and special use cases for the labels.Lear.
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