Dispositions
Dispositions are custom lead and job statuses that can be set on each job. Sighten automatically pre-populates dispositions within your account, but you can easily add new dispositions, or edit and delete those that will not be utilized. Here is the pre-populated list:
- Requires Follow-up
- Contract Signed
- Cancelled
- Postponed
- Closed Lost
- Closed Won
In the notes section for each job, you can manually update the status of the job.
Functionality / Workflows for Grace Subang (Unlicensed):
- Access to functionality > Settings > CRM Settings
- Note: you will need to be logged in as sightenadmin for the writing of this article. That will be removed when we go live.
- Adding a disposition
- Editing a disposition
- Deleting a disposition
- Setting a disposition manually
Transitions
In addition to updating jobs manually, Organization Settings Admin can setup automations around updating dispositions called transitions. As certain events (contract signed, credit approved, milestone rejected, etc) happen naturally through the workflow of a job, transitions can be setup to automatically change the disposition of a job. There are a number of events that can be utilized for automation: