Pipeline and tasks
This depends on a setting for your organisation and does not follow from your role alone. The pipeline has two possible states:
The back office sees every case in the organisation either way.
There is currently no screen for changing this. Doxario applies the setting for you, so do not look for a switch in the application. Properties have a second setting, independent of this one.
Separately from that, the commission line on the card stays reserved to the back office: price and commission sit closer to contract data than to property master data. For agents it is not hidden — it is never loaded in the first place.
AI-assisted tools were used in preparing these FAQs; the content was subsequently reviewed and approved by the Doxario editorial team. They reflect the general state of the law as at the review date shown and do not constitute individual legal or tax advice. To assess your own case — particularly where complex structures are involved (offshore companies, trusts, foundations, communities of heirs) or where the new EU rules leave room for doubt — we recommend consulting a lawyer specialising in Spanish anti-money-laundering law and, on tax questions, a tax adviser. Doxario accepts no liability for decisions taken solely on the basis of these FAQs.
← Frequently asked questions