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Pipeline Sales Knowledge Base
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Admin Settings
Company Information
Manage Users
Edit Users’ Details and Roles
Activate / Deactivate User
Delete a User
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Company Settings
Pro Forma % – Company Level
Calculation Type
Non-Auto Price Cost %
Rounding – Company Level
Spec Levels – Company Level
View All 7
eSign Workflow
ESignature Settings
License Guide for DocuSign
Approve Decline Contracts
Docusign Go-Live Process
View All 4
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
Edit Lot Schedule
View All 8
Setup Integration
Manage Lasso
Sales Simplicity
Manage Pipeline
Manage WMS
Manage Pipeline Cost
View All 9
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
Job Number Format Setup
Manage Configurations
Manage Registrants
View All 71
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 Dashboard
BI Create Data Source
BI Create Data Domain
BI Create Report
View All 17
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
Manage Pages - Division
Manage Communities
Manage Phases
Manage Series
Manage Auto Options – Division Level
Manage Selling Price (Options) – Division Level
View All 11
Reports
Sales Simplicity Selling Price – Report
Community Options Per Plan – Report
Export Reports
Master Options Per Plan – Report
Plan Selling Price – 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
Company Manager
Sales Manager
Sales Representative
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Calculation
Calculate Option Cost
Calculate Selling Price
View All 2