Task @mentions, Quick selection of categories, Shared email templates, and more!

Pipeliners, you will love the highly requested features we have rolled out today!

Bulk select permission categories when assigning or uploading docs: When you are bulk assigning or uploading docs to a transaction, the first permission category you select will be automatically applied to the remaining docs. You can still adjust individual docs’ permission categories if needed. Learn how this works here →

Highlight a user’s tasks using @name and @role: Admins can make tasks look more prominent for users or groups of users by mentioning their name or role in the task. This is called an @mention. @mentioned tasks appear highlighted on the transaction page, tasks page, and in emails whenever the mentioned user is viewing those tasks. Learn how this works here →

Shared email templates: Admin staff can now share their email (and note) templates with other admins. To share a template, click your name on the top right corner, then Personal Profile, then Email Templates from the left-hand side menu. Now click the name of the template you wish to share, then check the box next to “Share with other admins” and click “Save Template”. That template will now be available to other admins when they are creating a transaction note/email. Learn more here →

Download agents’ contact info via v-card directly into your email software: Pipeline allows a v-card download for a transaction’s contacts – now a v-card is available for the transaction’s agents too.

View contact update activity in the transaction’s history: Adding, updating, and deleting a contact is now tracked in the Transaction History log.