The header stays pinned to the top of a deal's page no matter which tab you're on. Below it sit tabs for Deal Info, Automators, Employee, Dispo, Financial, Email, and Documents — each has its own article; this one covers the header itself.
Editing the address
If a deal's address was entered wrong — a missing street number, a typo in the city — click the address at the top of the page (or the small pencil that appears next to it) to open Edit address. It starts filled in with the deal's current address. Type in Street address and pick a suggestion to fill in the city, state, ZIP, and county for you, or just type any of those fields yourself — handy when Google doesn't know the exact number. Select Save Address and the header updates right away, with Address updated confirming it; Save Address stays off until something has changed.
The change is recorded in the deal's Activity log with the old and new value. If you only have view access to the deal, the address isn't clickable.
Another deal at this address
When your team has another deal at the same property — a second attempt at a house that fell through, or the resale of a flip — a line appears just under the header: Another deal at this address: Fix & Flip · Active. Select the deal type and status to open that deal. If there are several, the line names the first two and says how many more there are. It only lists deals you're able to open, and it doesn't change either deal. Small spelling differences in the address don't matter, and an apartment or unit number isn't part of the match. If you fix the address, the line updates to match the new one.
On a Retail Resale deal that isn't part of a project yet, when the other deal is a Fix & Flip whose project has no resale, the line also offers Link to Project. It asks you to confirm first, then makes this deal the project's resale and copies the Project Manager over — see Flip projects.
Part of a project
A Fix & Flip deal — and the Retail Resale that sells the same house — belongs to a project that tracks the whole flip. Those deals show a Part of project link with the project's address just under the header; select it to open the project. See Flip projects.
Save, Find buyers/lenders, and Delete
Save only lights up once something has changed (a small amber dot appears next to it). If you have access to team chat, a message-bubble button next to it (Open Deal Chat) opens this deal's conversation. The More actions (⋮) menu next to it opens Find buyers or Find lenders — a ranked list of your team's buy boxes/lending boxes that fit this deal's location and price, with the reasons each one matched. Find buyers is also at the top of the Dispo tab's Buyer Sends section. See Finding buyers and lenders. On a Fix & Flip deal whose project doesn't have its resale yet, the same menu also has Create Retail Resale — see Flip projects. Team admins see one more item at the bottom of that same menu, Delete deal, set off with its own divider — it opens a confirmation before permanently deleting the deal, and this can't be undone. The confirmation tells you how many automator runs will end. Deleting a deal also ends every automator run still open on it: their open tasks leave My Tasks, and no timer, email, or text from those runs goes out afterwards. Anyone who isn't a team admin doesn't see it at all.
Status
The Status dropdown changes a deal's stage. Changing to On Hold, Closed, or Canceled asks you to confirm first, since all three are significant changes.
Choosing Canceled also requires picking a Cancellation Reason — you can't confirm without one. The reasons are grouped under Seller-side and Buyer-side so you can record who ended the deal; you still pick just one reason. If you're an admin and don't see the reason you need, select Request a new reason to submit one for review.
Below the reason, Caused by records who caused the cancellation: Seller, Buyer, Title company, Us, or Other. It's required too. Picking a reason fills it in for you — a buyer-side reason sets Buyer, a seller-side reason sets Seller — and you can change it when that's not the whole story (a title problem might really be on the title company, or on us). Confirm stays off until both the reason and Caused by are set.
TED also records which stage the deal was in when it was canceled — you don't pick it, and it's captured automatically however the deal is canceled. Once the cancellation is saved, all three show next to the status, like Title Issues (caused by Title company, in Open Title & Escrow). Deals canceled before this was tracked show just the reason. Moving a deal back out of Canceled clears the reason, who caused it, and the stage, so canceling it again later asks for all of it fresh. The Cancellations by reason report on Reports shows both for every canceled deal — see Where the original reports went.
The reason and Caused by are required everywhere a deal can be canceled, not just here — dragging a card onto Canceled on the Whiteboard opens this same confirmation. If a cancel ever reaches TED without them you'll see Pick a cancelled reason first and the deal stays as it was.
The confirm dialog also shows how many automator runs on this deal will end, and how many will keep going (some automators are set to survive a cancellation).
An automator can cancel a deal or put it on hold too, with its Cancel deal and Put on hold actions — a cancel from an automator records the same reason, Caused by and stage. Moving a deal to a pipeline status never cancels it or puts it on hold. See Automator step types.
Putting a deal on hold
Choosing On Hold shows how many automator runs will pause and keep their exact place, and how many will keep running (some automators are set to continue through a hold instead of pausing). Confirming pauses those runs immediately — nothing about them is lost, they just wait.
Taking a deal off hold
Moving the status away from On Hold — to any open status, or straight to Closed/Funded — opens a dialog to update the deal's key dates (contract date, closing dates, due diligence, earnest money, title dates) before resuming. This matters because paused automator work re-plans around whatever dates are on the deal when it comes off hold — pushing them first keeps due dates and scheduled emails accurate instead of picking up from stale dates. The dialog also shows how many runs will resume, and whether any were paused by hand and will stay paused (a manual pause isn't undone by taking the deal off hold). Select Take off hold (or Take off hold and mark Closed, when the target status is Closed or Funded) to confirm.
Owner, Dispo, and TC
The people row covers the deal's three seats — Owner (who sourced the deal — every deal has one), Dispo (who's disposing/selling it to an end buyer), and TC (the transaction coordinator running the paperwork to close) — all three are dropdowns. Dispo and TC are optional — pick Unassigned to clear either one. Any team member can reassign any of the three seats; there's no permission check. Reassigning Owner, Dispo, or TC updates who sees this deal under "my deals" on their dashboard, and every seat change — from any of the three dropdowns — adds a note to the deal's activity log showing who changed it and the old and new person.
On a Fix & Flip, Retail Resale, or any other project deal type, a fourth dropdown, PM (Project Manager — hover the label to see the full name), sits after Dispo. It works exactly like TC and Dispo: optional, any team member can change it, it's filled from your team's PM default when the deal is created, and the person in it counts as on the deal — they see it under "my deals", it shows on their calendar, and they get its stage-change and date-reminder notifications even if they aren't on the Employee tab. Wholesale, Listing, Novation, and Purchase deals never show a PM seat. If you change a deal to a type without one, the PM is cleared. On a deal that's part of a project, the PM is shared: set it on either the Fix & Flip or the Retail Resale and the other deal gets the same person.
Seats also steer the deal's automators. Filling a seat that an automator run was waiting on (one waiting for an owner because nobody held its role) starts that run again on its own, with the new person as its owner. Handing a seat from one person to another moves that seat's open automator work with it: runs owned through the seat, the step they're waiting on, open tasks that were assigned to the seat or to the run's owner, and approvals the seat or the run's owner was due to sign off all go to the new person. A TC change also moves runs that belong to the TC by default — automators with no home role, and runs that went to the TC because their own seat was empty.
The new person is told about each thing that moved: a Task Assigned notification per task, an Approval Requested notification per approval, and a Waiting on You notification for a step that's waiting on them. The same items disappear from the previous person's notifications.
Tasks, steps, and approvals set to a seat itself (for example, "TC seat") always go with that seat — even when they sit inside another seat's automator run. Changing the TC moves a TC-seat task on a dispo run to the new TC, and the run itself stays with its dispo owner.
Tasks, steps, and approvals assigned to a specific person or by role stay where they are, finished work is never changed, and other seats' runs are left alone. A run whose owner was picked by hand with Set owner stays with that person when they're someone other than the person giving up the seat. If the hand-picked owner is the person giving up the seat, the run moves to the new person along with the rest of their work. When anything moves, the activity log says so — for example, "Open TC work moved from Jordan to Sam (1 run, 2 tasks)", or "Open TC work moved from Jordan to Sam (1 task)" when only TC-seat work on another seat's run moved. Changing two seats at once writes one entry per seat, and each entry counts only that seat's work. In the rare case a run can't be moved, it stays exactly as it was and the entry says so — for example, "Open TC work moved from Jordan to Sam (1 run, 2 tasks); 1 run couldn't be moved and was left as it was". The previous person keeps that run's open work, so let them know.
Choosing Unassigned moves nothing on its own — the previous person keeps the open work until someone else takes the seat. As soon as the seat is filled again, that work moves to the new person the same way a direct hand-over would. A run whose owner was picked by hand stays with that person, whoever they are. Seat work on a run that stays put — another seat's run, or one whose owner was picked by hand — moves only if it was left unassigned; anything still assigned to the previous person stays with them. Filling or handing over a seat can also start an automator that's set to start when someone is assigned a seat — see Publishing an automator.
Setting a seat (and selecting Save) doesn't automatically add that person as an assigned employee — a seat and a commission-earning assignment are two different things. If the person you just set isn't already on the Employee tab, TED asks "Add [name] to Assigned Employees for commissions?" with a role already picked (based on how your team's roles are mapped to seats in Settings → Roles). Select Add to assign them the same way as adding them manually, or Not now to skip it — it won't ask again for that same assignment. See Assigning employees to a deal.
Originated by
Originated by is the last dropdown in the people row — the team member who brought this deal in (for example, someone on your call team who generated the lead). Hover the label for a reminder: "Who brought this deal in. Used for bonus-plan credit." It's optional — pick Unassigned to clear it — and, like the other seats, any team member can change it and every change is noted in the deal's activity log.
Unlike Owner, Dispo, and TC, Originated by never gives that person access to the deal: it doesn't put the deal under their "my deals", and TED doesn't ask to add them to Assigned Employees. It's meant for people you track a commission for but who shouldn't open the deal — like an outside referrer on a small cut.
To pay them, have an admin link a role to the Originated by seat in Settings → Roles (the role's Linked deal seat — see Roles and permissions) and give that role a commission rule. Whoever is in the Originated by seat then earns that rule on the deal, and it shows on their own My Earnings page. Change the Originated by person and their unpaid commission moves to the new person; anything already marked paid stays with whoever earned it.
They do see their own commission line. On a percentage rule, that shows their percentage and the dollar amount — together, those reveal roughly what the deal made. If the deal's size should stay private, give the Originated by role a flat-amount rule instead.
If you do want them to open the deal, add them on the Employee tab yourself — that's a deliberate access grant.
Deal type
The Type dropdown — your team's own list of deal types (most teams start with Wholesale, Listing, Novation, Purchase, Fix & Flip, and Retail Resale, and an admin can turn ones off in Settings; Fix & Flip and Retail Resale show "Buy side of a flip" / "Sell side of a flip" in the list) — is editable right on the header; any team member can change it, at any point in a deal's life, not just when it's created. Picking a different type shows a confirmation explaining that the change is forward-only: from that point on, which automators can start, which custom fields show up, and which commission rules match all follow the new type — nothing that already ran is undone or redone. The deal's stage progress percentages update right away to reflect which automators now apply. The change is logged to the deal's activity feed with the old and new type.
Some pipeline milestones only apply to certain deal types (your team may have set up a status like "EMD Confirmed" as wholesale-only, for example). If changing the type would leave a stage mid-way through a milestone that doesn't exist for the new type, TED stops and asks you to pick where that stage stands now for the new type — or "No milestone yet" if nothing fits — before the change goes through. Canceling that prompt cancels the whole type change. Any automator run that started from a milestone that no longer applies is canceled automatically, and both the re-pick and the cancellation are noted on the deal's activity feed.
Seller and Call Seller
The seller's name is a link to their contact profile. Next to it, a phone icon button calls them directly — it's only enabled when the seller has a phone number on file; hovering over a disabled one shows "No phone number on file".
Employees and vendors
Two small badges show how many employees and vendors are assigned to the deal — hover either one for the full list. See Assigning employees to a deal and Assigning vendors to a deal.
Stage progress
Below the main header, a strip shows one segment per pipeline stage with how far automators have gotten in each — see A deal's stage progress.