Owner: Theodore Baird (Operations) | Last Updated: May 2026 | Applies To: Franchise Sellers & Company Sellers

This page is the system-level reference for Toolkit listings in Deal Studio — fields, pipelines, automations, and DealBuilder mechanics. It complements the Toolkit Manager hub, which covers the operational "how to do the job" side.

Use this page when you need to look up a field, a pipeline stage, or an automation trigger. Use the hub subpages when you need to know what to do.

1. Listing Trigger & Creation

When agreement is signed + payment is received, Deal Studio fires the listing creation automation:

• Creates Seller Opportunity in the Sellers pipeline
• Creates DealBuilder Listing
• Sets Listing Type = Toolkit
• Assigns Toolkit Manager as owner
• Notifies Admin Team + Toolkit Manager
• Fires the Toolkit Onboarding Welcome Email to the seller

For the operational follow-up (what the Toolkit Manager and admin do next), see Onboarding a New Toolkit Listing.

⚠️ Open: If Listing Type is blank at creation, downstream automations should pause and notify Admin Team. Confirm safeguard.

2. Listing Type & Routing

The Listing Type field is the master switch that determines whether a listing follows Toolkit workflows or Full Service workflows. Set on creation, rarely changed.

• Toolkit → routes through Toolkit-specific automations and assigns Toolkit Manager
• Full Service → routes through commission-based workflows and assigns a Client Manager

⚠️ Open: Confirm whether the Client Manager field is the right slot for Toolkit Manager assignment, or whether a separate Toolkit Manager field should exist.