Settings

Add custom fields to every person, every company, or one contact or company type (Spouse name, EIN, POF amount) from Settings > Contact Fields — see where each one shows, give it a key, make it show only when another field has a value, move person fields to the General tabs, and archive a field without losing its values.

Turn email and Slack notifications on or off for each event you're eligible for — deal assignments, date reminders, contact follow-ups, expiring contact documents, commissions, bonuses, birthdays, text and call alerts, and more. In-app stays on, except text and call alerts, which you can turn off.

Manage Deal Types, Strategies, Lead Sources, Selling Reasons, Cancelled Reasons, Fell-Through Reasons, Pass Reasons, Contingency Types, Title Issues & Liens, Property Conditions, Contact Types, and Company Types — add, rename, archive, reorder, and map to the shared Ted-wide list.

Rank your buyers into tiers (VIP, Gold, Silver, Bronze by default, plus the built-in Unverified tier for buyers you haven't ranked yet) so the best ones are easiest to find and reach, filter and boost Find Matches by tier, set up your deal marketing footer address and pacing, send a deal to a buyer list, and let a buyer opt out.

How "Suggest a global type"/"Suggest a global reason" works — a superadmin reviews your suggestion and approves it onto the shared Ted-wide list so every team's data stays consistent.

Every plan starts with a 30-day free trial. A brand-new organization must pick a plan before entering the app at all — if you already picked a tier on the pricing page, checkout opens for it automatically. Only your account owner can start checkout, manage billing, or change plans; everyone else can view the current plan, status, and renewal date on Settings > Billing. The plan picker marks the plan you're on now as Current plan. If a feature your plan includes still shows as locked, contact support — there's nothing to upgrade. To upgrade or downgrade, select Change plan, then Switch to Starter, Scale, or Pro — a confirm window shows the exact price Stripe calculated, your extra seats, and your next invoice before anything changes, and a trial keeps running. Flip the Monthly / Annual toggle to switch how often you're billed on the same plan; with extra seats on the account, an annual switch needs TED support. Manage billing opens a secure Stripe page to update your card, view invoices, or cancel. If a subscription lapses, the org goes read-only — nothing is ever deleted.

Starter caps how many open deals you can have at once, and every plan caps how many teammates you can add. What "Deal limit reached" and "Seat limit reached" mean, how to add seats on Scale or Pro in one click, what happens to extra seats you bought when you upgrade, downgrade, or switch your plan, what happens if your card is declined when adding a seat, and the heads-up banners that warn you before you get there.

Get your referral link from Settings > Refer TED and earn a commission on every real estate investor you refer. See your clicks, signups, and pending, approved, and paid commission totals. Commissions are paid monthly via PayPal, unlocking 30 days after each invoice. Only your account owner and team admins can see this page or set it up, and payouts always go to the account owner. A trial account can enroll too.

Connect smrtPhone (webhook URL, no API key) or Dialpad (API key) so TED can log calls and texts, turn on texting from TED for smrtPhone, set automated-text hours (smrtPhone and Dialpad), get a new webhook URL, then map your team — numbers, people, and each member's own line.

Connect Claude, ChatGPT, Claude Code, or Cursor to your TED account, see what's connected, and revoke access any time from Settings > Connected Apps.

Connect your team's Slack workspace, link your own Slack account, and ask TED questions right from Slack — by DM, @mention, or the /ted command.

Generate an inbound webhook URL and token so an external CRM can auto-create deals in TED — required defaults, the URL/token, field mapping, matching the acquisitions agent by email, creating the seller contact, and Recent Deliveries.

Set up the InvestorFuse integration to auto-import a deal whenever an opportunity's status changes — the paste-ready URL, trigger statuses, and what fields map automatically.

Bring existing contacts, buyers, and deals into TED from a CSV or Excel file — map columns, preview what will happen, choose a pipeline status for each deal, then import. Undo removes what it created.