When this option is checked, emails sent from transactions will be minimally-styled. You may set your account to use minimal formatting for messages sent from transactions. Use Minimal Formatting for Emails Sent from Transactions Turn this on if agents' commission splits change on their anniversary and you'd like admins to be reminded to update their commission information. Learn more about the Monthly Production Summary → Email Admins Agent Anniversary RemindersĪutomatically email master admins and location admins (who have "Manage Users" permission) 5 days before each user's Start Date anniversary. Email Monthly Production Summary to AgentsĪutomatically email each agent their prior month's and year-to-date production figures such as sales volume and commissions.Īgents can opt out of receiving the reports by unchecking "Receive monthly production summary by email" on their Personal Profile page. Email Agents When Admin Comments on DocsĪutomatically email agents whenever an admin comments on documents visible to them. Learn more about Key Dates → Email Settings Email Agents Expiring & Closing Transaction RemindersĪutomatically email your agents 5 days in advance of a listing expiration or closing. Tasks designated as Key Dates can be automatically displayed on transaction coversheets in the Transaction Key Dates and Milestones section. All key dates on a transaction (regardless of their visibility) will appear on a transaction's coversheets if checked. Include a section of tasks marked as key dates on coversheets. So adding docs with identical content to an existing doc will be disallowed if this option is checked. When checking for duplicates, Pipeline compares the content of docs (vs just the doc names).
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