![]() ![]() Learn how to Download a Transactions List → Viewing Closed, Expired & Canceled Transactionsįind closed, expired, and canceled transactions hidden by default (in order to reduce clutter). Learn How to Search, Filter & Sort Transactions → Downloading a Transactions ListĪ list of transactions and their details can be downloaded based on your desired search, filter & sort options. Use the Advanced Search area to find transactions based on one or more specific criteria. The Power Search is located at the top of every page and lets you search specific fields such as Agent Name, Contact Name, the More Info field, and more. Learn How to Sort Downloaded Transaction Spreadsheets → Searching, Filtering & Sorting Transactions Learn How to Download a Report of Transactions and Filter by Status, Close Date, or Other Fields → Then use Microsoft Excel (or your preferred spreadsheet software) to sort or filter by any transaction field. Unchecked columns will not be displayed.Ī list of transactions and their details can be downloaded from Paperless Pipeline by admins. The columns you checked will be displayed on the Transactions page. Check (or uncheck) which columns you would like to be displayed on the Transactions page.Show transaction fields that make the most sense for you to see for your workflow and hide the fields you don't need to see. Learn How to Import Listings into Pipeline from Other Systems → Show/Hide Columns Pipeline allows you to conveniently import listings from another system by uploading them as CSV files. Learn How to Create a Transaction → Import Listings into Pipeline from Other Systems Paperless Pipeline makes it easy to store and track everything related to a transaction in an organized, easy to search, secure and convenient environment. ![]() Viewing Closed, Expired & Canceled Transactions.Searching, Filtering & Sorting Transactions.Import Listings into Pipeline from Other Systems.Search and filter options may be used to find and view inactive transactions. Only active transactions are displayed on the default view of this list. Master admins have the ability to add, edit, and deactivate transaction statuses in Pipeline.The transactions list displays transactions a person has access to view. Learn how to automatically assign checklist templates to transactions here → Adding and Deactivating Transaction Statuses Pipeline can automatically add specific checklists to transactions whenever the status, listing/selling side, and/or label of a transaction is set to a desired value. ![]() Learn about transaction labels here → Using Transaction Statuses to Auto-assign Checklists to Transactions Co-mingling statuses and labels (e.g., Commercial pending contract) can lead to confusion and create additional, unneeded analysis when working with transactions. When setting up your transaction statuses, be sure they strictly represent the stage of a transaction in its life cycle and not the type of transaction it is. While Transaction Statuses represent the stages of a transaction (e.g., listed, pending, closed, etc.), Transaction Labels allow you to categorize transactions into certain types (e.g., commercial, residential, rental, condominium, office space, parking lot, etc.). Learn more info about monthly backups here → Transaction Statuses vs Transaction Labels Transactions with an inactive status (including any in the Closed, Expiry, or Fell-Through status categories) will automatically get backed up during the next monthly backup. Learn about managing expiration dates here → Transaction Statuses & Monthly Backups Automatic expiration dates can only be entered on transactions that are in a listed status. When Pipeline sets a transaction to Expired, it will also remove the Automatic Expiration Date. Paperless Pipeline can be setup to automatically move transactions in a Listed status category to Expired after a transaction's Automatic Expiration Date has been reached. Learn about setting up custom transaction statuses here → Automatic Expiration Dates Setting up a list of statuses that match your office's standard terminology makes it easier for agents and staff to manage their transaction workflows in Pipeline. Customizing Transaction Statusesīy default Paperless Pipeline offers the following default transaction status categories:Ī master admin can customize these transaction statuses. As a transaction progresses through its lifecycle, its status should be changed to reflect its current state (e.g., a transaction with a Listed status will be changed to have a Pending status once an offer is received). Transaction statuses are used to identify the various stages in a transaction’s lifecycle. ![]()
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