Search and Assign Agents, Easily Create Checklist Templates

Over the weekend we released some changes to Pipeline to make everyday tasks easier. These improvements let you better manage and assign agents, and more easily create checklist templates.

Agent Assignments
Now, you can also search for agents when assigning them to transactions. Here’s a video that walks through the new agent assignment feature:

Duplicate Checklist Templates
You can now duplicate an existing checklist template by clicking [Actions] and [Copy Template].


All tasks will be carried over to the new checklist where you can change the location, checklist name, and create additional tasks as needed.

You can also reorder your checklists within a transaction by clicking and holding the title. Newly created checklists will appear at the top.