Filter Tasks by Your Tasks to find all tasks highlighted or assigned to me (where I am Can Do This?Īll Pipeline users can search for transactions, tasks, and docs they have access to.Filter Tasks by Agent Checked to find all tasks agents have indicated they have completed.Filter Unreviewed Docs by Doc Label to search for docs with a particular doc label (e.g., Find docs with a Doc Label of "Needs Review" while reviewing docs).Power Search within a specific field and use the Transactions Page Search Options to combine search criteria in filter sections (e.g., Find all transactions for agent smithson that are closing this week, are Residential properties, and don't have commissions entered).Filter Tasks by Due Date (e.g., to view only tasks due today).Power Search by Buyer or Seller Name to search transactions by Buyer or Seller name.Power Search by Transaction Name to search for specific text within a Transaction Name only (e.g., Find Transaction names that contains "Jackson" while excluding transactions with agents whose name is "Jackson").Power Search by Agent Name to find all transactions for a specific agent (e.g., Find transactions where agent last name is "Lane" while excluding transactions with Transaction Name that contains "Lane").Popular searches supported in Pipeline include: Learning to quickly find the exact transactions, tasks, or docs you need to manage in Pipeline is one of the best ways to get in and out of the system quickly with minimal distraction. Just as important as finding the information you're looking for is excluding the information you don't need to see. Who, What, Where - The Many Ways to Search in PP.RELATED PIPELINE PRO WEBINAR RECORDINGS □ Save a Custom Search/Sort as a Shortcut.Download a Transaction Spreadsheet Report.Search Multiple Fields at Once (Address, MLS, Agent, Seller, Buyer).Search Active Transactions from Home Page.Utilize the search options outlined in this article to quickly drill down to the transactions, tasks, and docs you need to work on. Keep Your Computer Logged in to Pipeline for 7 Days.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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