Track Lead Sources, Drag and Drop Doc Comments to Notes, Include Contacts When Sending Coversheets, and More!

New anticipated features are here to enrich your Paperless Pipeline experience:

  • Copy doc comments to messages in one click
    Instantly copy your doc comments into a note or email by dragging them into the message area. Learn to copy doc comments here →

  • Track lead sources to help measure the effectiveness of your advertising campaigns
    Identify buyer and seller lead sources on transactions to track the source of your sales and provide valuable info when making advertising decisions. View your lead sources by running a Lead Source report from the Reports page or viewing the lead source columns on other financial reports.

We’ve also released numerous other improvements and fixes to keep you working faster and more efficiently.

So Pipeliners, what’s your favorite new feature this fall? Email and let us know!

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