Your account, how deals display for you, and when you’re warned about key dates.
Deal types are bins with stages, templates hold the documents, and conditions attach templates by question. Pick a section on the left.
Each type is a bin: the parties involved and the stages a deal moves through. Documents live in the Templates section.
The stages a deal moves through in your agent view, per transaction type. Rename, add your own, or mark a status as “wrapped up” so closing a deal offers to archive it.