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- 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
- This can be found on the notes modal, when accessed via the pipeline, OR from the notes icon within a job on the right side
- Filtering by disposition
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:
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- 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 transition
- Add note that you can set 'Any' as an option for start disposition
- vs a specific transition
- Add note that you can set 'Any' as an option for a status vs a specific status
- Deleting a transition
- Deleting a disposition when it is a part of a transition
- Editing a transition