Settings
Configure organization-wide options. Pipeline stages live on each pipeline.
Agency
Branding, address, contact info
Branches
Manage your offices
Teams
Group agents by team
Users & roles
Invite agents, set permissions
Email templates
Reusable email content
Property types
Apartment, house, villa…
Transaction types
Sale, rent, seasonal
Contact types
Buyer, seller, tenant…
Lead sources
Website, referral, portal…
Activity types
Call, email, meeting…
Task priorities
Low → urgent
Lost reasons
Why deals were lost
Custom fields
Extend any entity
Tags
Cross-entity labels
Alert rules
Trigger notifications
Commission rules
Per-agent splits