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Pipeline Sales Knowledge Base
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Admin Settings
Manage Users
Edit Users’ Details and Roles
Activate / Deactivate User
Delete a User
Company Information
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Company Settings
Calculation Type
Pro Forma % – Company Level
Non-Auto Price Cost %
Rounding – Company Level
Spec Levels – Company Level
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eSign Workflow
ESignature Settings
License Guide for DocuSign
Approve Decline Contracts
Docusign Go-Live Process
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Manage Pages
Manage Plans
Delete Plans
Show Room / Attribute Qualified Options
Modify Plans
Manage Groups
View All 21
Scheduling
Manage Tasks
Manage Schedules – Division Level
Manage Templates
Manage Templates – Division Level
Superintendent
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Setup Integration
Manage Lasso
Sales Simplicity
Manage Pipeline
Manage WMS
Manage Pipeline Cost
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Assign - Division
Assign Plans per Division
Assign Options per Division
View All 2
Assign - Series
Assign Plans per Series
View All 1
Assign Per Plan
Assign Rooms per Plan
Assign Attributes per Plan
Set Unit of Measure Values
View All 3
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
Import / Export
Import / Export Rooms per Plan
Import / Export Unit of Measure values
Import / Export Elevation and Long Description
Import / Export Groups
Import / Export Attributes per Plan
View All 19
Sales
Manage Selections
Manage Lots
Lot Number Format Setup
Manage Configurations
Manage Registrants
View All 73
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
Business Intelligence
BI Browse
BI Create Data Source
BI Create Data Domain
BI Create Report
BI Create Adhoc Report
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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
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Manage Pages - Division
Manage Phases
Manage Communities
Manage Series
Manage Auto Options – Division Level
Manage Selling Price (Options) – Division Level
View All 10
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
Pipeline Sales Features
Lot Logic
Homes Sales Process
Adjust Cost and Selling Prices
About Us
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User Roles
Division User
Division Manager
Sales Manager
Sales Representative
Design Manager
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Calculation
Calculate Option Cost
Calculate Selling Price
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