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Pipeline Sales Knowledge Base
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Import / Export
Import / Export Elevation and Long Description
Import / Export Unit of Measure values
Import / Export Rooms per Plan
Import / Export Cut Off Phases
Import / Export Attributes per Plan
View All 19
Calculation
Calculate Option Cost
Calculate Selling Price
View All 2
User Roles
Division User
Division Manager
Sales Manager
Sales Representative
Design Manager
View All 7
Pipeline Sales Features
Lot Logic
Homes Sales Process
About Us
View All 3
Reports
Sales Simplicity Selling Price – Report
Export Reports
Master Options Per Plan – Report
Plan Selling Price – Report
Community Options Per Plan – Report
View All 11
Manage Pages - Division
Manage Phases
Manage Communities
Manage Series
Manage Auto Options – Division Level
Manage Selling Price (Options) – Division Level
View All 11
Frequently Asked Questions
Why Is My DocuSign Link Expired?
Error Merging in My Contract?
Why Are My Options Orange?
Why Are Some Registrants Missing?
One Signal Sign Not Satisfied
View All 7
Business Intelligence
BI Browse
BI Create Data Source
BI Create Dashboard
BI Create Adhoc Report
BI Create Report
View All 17
Assign - Options
Exclude Communities Per Option
Exclude Plans per Option
Assign Additional SF and Qualify Per Option
Assign Elevation or Long Description Per Option
Assign Rule Groups Per Option
View All 5
Sales
Manage Configurations
Manage Selections
Manage Lots
Job Number Format Setup
Manage Registrants
View All 71
Admin Settings
Manage Users
Edit Users’ Details and Roles
Activate / Deactivate User
Delete a User
Company Information
View All 8
Division Settings
Pro Forma % – Division Level
Adjust Selling % – Division Level
Adjust Cost % – Division Level
Rounding – Division Level
Adjust Base Cost % – Division Level
View All 5
Assign Per Plan
Assign Rooms per Plan
Assign Attributes per Plan
Set Unit of Measure Values
View All 3
Assign - Series
Assign Plans per Series
View All 1
Assign - Division
Assign Plans per Division
Assign Options per Division
View All 2
Setup Integration
Manage Lasso
Sales Simplicity
Manage Pipeline
Manage WMS
Manage Pipeline Cost
View All 9
Scheduling
Manage Tasks
Manage Schedules – Division Level
Manage Templates
Manage Templates – Division Level
Superintendent
View All 8
Manage Pages
Delete Plans
Manage Plans
Show Room / Attribute Qualified Options
Manage Attributes
Manage Groups
View All 21
eSign Workflow
ESignature Settings
License Guide for DocuSign
Approve Decline Contracts
Docusign Go-Live Process
View All 4
Company Settings
Calculation Type
Pro Forma % – Company Level
Non-Auto Price Cost %
Rounding – Company Level
Spec Levels – Company Level
View All 7