Set Up Paperless Pipeline
Learn how to set up your Pipeline account to be specific to your company's workflow and needs.
In this video:
00:00 Welcome
00:26 Locations
01:32 Transaction Labels
02:14 Transaction Statuses
03:54 Standard Document Names
06:07 Checklists
10:55 Company Settings
11:39 Optional Transaction Dates
12:23 Commission Module
13:09 Document Labels
13:50 Lead Sources
14:19 Business Holidays
LEARN MORE
https://www.paperlesspipeline.com/
CONTACT US
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