> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/appendix/brokerage-set-up/transaction-management-deals/setting-up-deals/configuring-statuses.md).
# Configuring Statuses
Statuses define the stages of a deal — like Active, Under Contract, or Closed. These help agents track where a transaction is in the pipeline.
**Step 1:** Navigate to **Deals** **Settings** > **Statuses**.
**Step 2:** Edit an existing status, or click **Create New** **Status**.
**Step 3:** Enter a **Status** **Name** (e.g., “Under Contract”).
**Step 4:** Assign it to a **Checklist** and **Type**.
**Step 5:** Save your status setup.
{% hint style="warning" %}
**Best Practices**
* Mirror your real brokerage workflow and use terms agents already know.
* Keep the list simple as too many statuses may confuse agents.
* Use **Admin-only** lock for compliance-critical stages (e.g., “Closed”).
{% endhint %}
---
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