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What are 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 dispositions that will not be utilized. Here is the pre-populated listare not applicable to your organization's workflow. For your reference, here is are the dispositions that we set up for your organization by default:
- Requires Follow-up
- Contract Signed
- Cancelled
- Postponed
- Closed Lost
- Closed Won
In the notes section for each jobOnce you're able to successfully set up your organization's dispositions, you can manually update the status of a job on the notes section. This is the notepad icon on the right side of the job.
Functionality / Workflows / Screenshots for Grace Subang (Unlicensed):
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- Note: you will need to be logged in as sightenadmin for the writing of this article. That will be removed when we go live.
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- 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
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, as shown here:
How can I use dispositions?
To add, delete, or edit a disposition, a user must have Organization Admin permissions. This can then be accessed through the CRM Settings tab on Settings. Here's how you can start setting up dispositions :
Head over to the Settings page.
Then, click on the CRM Settings tab.
As you can see above, Sighten has prepared default Dispositions for all organizations.
Adding dispositions
To add dispositions, click on the Add Dispoistion button
Choose a name, then click Save.
Edit a disposition
To edit a disposition, you may click on the Edit button on the right side of each disposition. For example, let us try to rename Requires Follow-up to Needs Follow-up:
Edit the Name and click Save.
You may also edit the order in which dispositions are displayed on the note tool. To do so, drag and drop the icon with thre horizontal lines towards where you'd like it to be displayed. For example, if I click the icon for Needs follow-up, I may drag and drop it under Cancelled.
Deleting a disposition
To delete a disposition, click on the Edit button beside the disposition you'd like to delete. And then click on the trash icon:
You will then be asked if you'd like to replace the disposition, or simply delete it by choosing No Disposition. This is especially helpful if jobs are already assigned to a disposition you're about to delete. If you choose another disposition to replace it with, all jobs under the disposition to be deleted will be moved to the selected disposition.
Assigning a disposition for a job manually
There are two ways to do this. One can assign a disposition for a job through the notes modal on the pipeline. See below:
Click Add Note.
Then choose a disposition.
Another way would be through the note icon on a job as shown earlier:
You may edit the fields here and then, click Save.
A note and follow-up date can also be added through the modal.
Filtering by disposition
On the Pipeline, you can also filter jobs by disposition. Here's how:
Click on the Filter Icon on the Pipeline.
Select Disposition and click Save.
Then you can filter dispositions. Dispositions displayed here will be limited to available dispositions on the jobs on your pipeline. In this case, since all jobs on our pipeline fall under No Disposition, only this is displayed. Should other jobs be assigned to other dispositions, this will display a longer list.
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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