8/7/2023 0 Comments Paperless pipeline salary![]() ![]() Keeping a clean list of suggested Contact Roles helps your team quickly and accurately categorize Contacts they add to transactions. Keep Contact Roles on transactions accurate and up to date Master admins can create new Custom Fields by going to Admin / Settings, then clicking from the left menu. They'll also be searchable in either the Transaction Date Range Search or Global Search areas. Any custom date-type field can optionally be set as a Trigger Date to allow Task Due Dates and Scheduled Messages to be triggered relative to that date.Ĭustom Fields will appear in all places that regular transaction fields appear, including on Coversheets, as Autofill Tags, and in downloads. From dates to lists to text fields, use these new fields to cleanly gather and track information that helps your team drive transactions to completion. Custom Fields - Master admins can now add up to 10 Custom Fields to help their team track custom information that doesn't already have a field on transactions.Optional Pre-set Fields - From Company Settings, click to turn on any of the following fields your office needs to track on transactions. ![]()
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