Twelve settings pages let your team customize the dropdown values shown on deal, contact, and company forms: Deal Types, Lead Sources, Selling Reasons, Cancelled Reasons, Fell-Through Reasons, Pass Reasons, Contingency Types, Title Issues & Liens, and Property Conditions (under Settings > Deals), and Contact Types, Company Types, and Strategies (under Settings > Contact Hub). Most share the same list layout — a Name column and, where the taxonomy maps to a shared value, a labeled Maps to column. All but Property Conditions, Fell-Through Reasons, Pass Reasons, Contingency Types, Deal Types, and Strategies share the same underlying model — see Requesting new values for how a value becomes available team-wide.
Managing your team's list
On Lead Sources, Selling Reasons, Cancelled Reasons, Fell-Through Reasons, Pass Reasons, Contingency Types, Title Issues & Liens, and Property Conditions, admins select the teal Add… button in the page header (Add lead source, Add reason, Add type, or Add condition) to add a new option inline. Each row has a ⋯ menu with Rename and Archive (or Restore for an already-archived row) — archived options stay on existing records but disappear from new picks (Selling Reasons, Cancelled Reasons, Fell-Through Reasons, Pass Reasons, Contingency Types, Title Issues & Liens, and Property Conditions let you restore an archived option later; Lead Sources doesn't). Drag the grip handle on the left of a row to reorder the list.
Deal Types and Strategies work differently again — see "Deal Types and Strategies: enable and disable, don't add" below.
Contact Types and Company Types work a little differently: select the teal Create type button in the header to build a new one, and each row's ⋯ menu has Edit, Manage Fields → Contact Fields, Deactivate (or Activate to bring one back), and Delete — types are never archived, just toggled between active and inactive, and there's no drag-to-reorder.
Everyone who isn't an admin sees these lists read-only.
On Lead Sources, Selling Reasons, Cancelled Reasons, Fell-Through Reasons, and Property Conditions, you can't archive an option while an automator uses it — a published automator that sets it, offers it in a form question whose answer is saved to the deal, or checks for it in a condition, or a run still in progress that does. TED shows a message such as "Can't archive Direct Mail yet" and lists those Automators (each opens in the builder, with the steps that use it) and Runs in progress (each opens on the deal's Automators tab); Got it closes it. Update the automators and republish them, or wait for the runs to finish, then try again. An option nothing uses archives straight away, and renaming is never blocked.
Contingency Types has the same guard for a different kind of use: you can't archive a type while a published automator starts when that type of contingency is resolved or waived. The message lists those automators with Trigger · Starts runs when it clears under each; edit the trigger (or archive the automator) and try again.
Cancelled Reasons: seller-side and buyer-side
Every cancelled reason is either Seller-side (the seller ended it — e.g. Seller Changed Mind, Ghosted) or Buyer-side (the buyer fell through — e.g. No Buyer Found, Buyer Backed Out, Buyer Financing Fell Through, Inspection / Due Diligence Failed, Appraisal Shortfall). The Cancelled Reasons page lists them under Seller-side and Buyer-side headers. When you select Add reason, pick the side from the dropdown next to the name before saving. To switch an existing reason, open its ⋯ menu and select Move to Buyer-side (or Move to Seller-side) — deals that already recorded that reason keep it. Drag-to-reorder works within a side; a reason only changes sides through that menu option.
Fell-Through Reasons: why a buyer contract fell through
Fell-Through Reasons (Settings > Deals > Fell-Through Reasons) is the list your team picks from when a buyer contract falls through — the Fell through… button in a deal's Sale section (Dispo tab) asks for one (see Tracking buyer offers). Every team starts with six: Financing fell through, Inspection failed, Appraisal shortfall, Buyer backed out, Found another deal, and Non-performance. It's separate from Cancelled Reasons on purpose — a buyer falling through doesn't cancel the deal. An archived reason disappears from the Fell through… dialog but still shows on the buyer contracts that already used it. This list is your team's own: it has no Maps to column and no suggest link.
Pass Reasons: why a buyer passed on a deal
Pass Reasons (Settings > Deals > Pass Reasons) is the list your team picks from when a buyer passes on a deal — Pass… in the Buyers on this deal table on a deal's Dispo tab (and Log Response on My Book) asks for one (see Understanding deal marketing sends). Every team starts with seven: Price, Area, Condition, Timing, Funding, Already under contract, and Other. An archived reason disappears from the Why they passed picker but still shows on the responses that already used it. Nothing in an automator uses a pass reason, so archiving one is never blocked. This list is your team's own: it has no Maps to column and no suggest link.
Contingency Types: the contract rights you track
Contingency Types (Settings > Deals > Contingency Types) is the list of contract rights your team tracks — the Type you pick when you add a contingency to the purchase contract on a deal's Deal Info tab (see Contract facts and earnest money) or to the buyer contract in a deal's Sale section (see Tracking buyer offers). Both contracts share the one list. Every team starts with six: Inspection, Appraisal, Financing, Survey, Title, and Sale of Home. Add your own with Add type.
A note at the top of the list explains the one difference between the six defaults and types you add: automators can start when a contingency of any type is resolved or waived, but only the six defaults have a deadline date an automator can schedule from (for example, "3 days before the Appraisal deadline" — each default has one for the buyer contract and one for the purchase contract). Renaming a default keeps its deadline date and any automators that use it. An archived type disappears from new picks but stays on the contingencies that already use it. This list is your team's own: no Maps to column and no suggest link.
Lead Sources has one extra layer: expand a source to add nested detail options underneath it (a Source → Detail cascade — picking a source on a deal narrows which details are offered).
Each lead source also has an Ask who sent it checkbox. When it's on, a deal with that source shows a Who sent it? field so your team can pick the wholesaler, agent, or person who sent it — see Editing deal facts. It's on for TED's standard Wholesaler / JV, MLS, and Referral sources; for any other source that comes through a person, turn it on yourself. Only admins can change it; everyone else sees an Asks who sent it label on those sources. Turning it off doesn't remove anyone already picked on a deal.
Mapping to the shared Ted-wide list
Lead Sources, Selling Reasons, Cancelled Reasons, Title Issues & Liens, Contact Types, and Company Types each map to a shared, Ted-wide value, so TED can compare data across every team even when teams word things differently. Hover the ⓘ next to the Maps to column head for a reminder of what the mapping does. Admins see a Select under that column head on each row, showing "Not mapped" when nothing's chosen yet; everyone else sees the mapped name (or "Not mapped") as plain text. When your option's name already matches a shared value exactly, TED maps it for you automatically — you'll only need to map the ones that don't. Property Conditions, Fell-Through Reasons, Pass Reasons, and Contingency Types have no mapping — they're your team's lists only. Deal Types and Strategies have no mapping either, for a different reason: every row already is the shared value (see below).
Requesting a new option
Next to the Add… button, select Suggest a global type (Contact/Company/Lead Source) or Suggest a global reason (Selling/Cancelled Reason) — or Suggest a global lead source on Lead Sources, Suggest a global type on Title Issues — to propose a brand-new value for the shared list; hover the ⓘ next to the link for a reminder of how it differs from Add…. See Requesting new values for what happens after you submit. Deal Types and Strategies have the same request flow under a teal Suggest a global type / Suggest a global strategy button (see below). Property Conditions has no request link; just add options straight to your team's list.
Contact and Company Types: full custom types
Contact Types and Company Types go further than the other four: select Create type to build an entirely new type with its own icon and color, and use Manage Fields → Contact Fields on an existing type to open Contact Fields on that type's section, where you add the custom fields people or companies of that type carry.
Deal Types and Strategies: enable and disable, don't add
Deal Types (Settings > Deals > Deal Types) manages which deal types your team can pick from when creating a deal — Wholesale, Listing, Novation, Purchase, Fix & Flip, and Retail Resale to start. Strategies (Settings > Contact Hub
Strategies) manages which buy-box strategies your team can pick from — Fix & Flip, Buy & Hold, Wholesale, Land, and more. Unlike the other eight lists, neither has a free-form "Add" — every deal type or strategy your team uses has to be one of TED's shared canonical values. For Deal Types that's because the type also drives the deal's automators, commission rules, and custom fields behind the scenes; for Strategies it's so every team's buy-box data uses the same vocabulary.
Each row shows the name and a toggle switch instead of an archive menu — flip it off to disable a value your team doesn't use. A disabled deal type disappears from the picker on new deals (existing deals keep theirs); a disabled strategy disappears from the buy-box picker (existing buyer profiles keep theirs). Drag the grip handle to reorder the list, same as the other pages.
Fix & Flip (the buy side of a flip — it runs like a Purchase) and Retail Resale (the sell side — it runs like a Listing) are on for every team. Their rows carry the caption Adds a Project Manager seat, because both are marked as project deal types: deals of those types get a PM (Project Manager) seat on the deal header, the New Deal form, and in Settings > General > Deal seat defaults. If your team doesn't flip houses, switch both off here like any other type — once both are off, the PM row also disappears from Deal seat defaults. If your team has limited a pipeline status to specific deal types, it doesn't automatically include Fix & Flip or Retail Resale; an admin can add them on that status in Settings > Pipeline.
Each deal type row also has a Show listing section checkbox. When it's ticked, deals of that type show the Listing group (listing price, listing date, and listing agent) in the Sale section on the Dispo tab — see Tracking buyer offers. Listing, Novation, and Retail Resale start ticked; the rest start unticked. Admins can change it on any type, and it saves as soon as you click. A deal whose listing fields already have values always shows the group, whatever this checkbox says.
You can't disable a deal type while an automator uses it — a published automator that checks for it in a condition, or a run still in progress that does. TED shows a message such as "Can't disable Novation yet" and lists those Automators and Runs in progress, the same way as for archived options above. Update the automators and republish them, or wait for the runs to finish, then try again. Turning a deal type back on is never blocked.
If your team needs a deal type or strategy that isn't on the list, select the teal Suggest a global type (Deal Types) or Suggest a global strategy (Strategies) button — it's the same request-and-review flow as Requesting new values: a superadmin reviews it, and once approved it's added to your team's list automatically. If every value on the list gets disabled, the page shows a warning — nobody can create a deal (or pick a strategy) without at least one enabled.