Dispositions are custom lead and job statuses that can be set on each job. 

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• Requires Follow-up
• Contract Signed
• CancelledCanceled
• Postponed
• Closed Lost
• Closed Won

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How can I use dispositions?

To Dispositions allow you to categorize jobs based on the status they're on. This helps users filter and make sure all jobs that need further actions (jobs with a signed contract, jobs that need follow up, and postphone jobs) will be given timely attention. 

Where can I edit dispositions?

Please note that 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 To access this feature, follow these steps:

Head over to the Settings page.

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Then, click on the CRM Settings tab.

Adding dispositions

To add dispositions, click on the Add Dispoistion button

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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, the Organization Admin can also setup automations around updating dispositions. These are called Transitions.  As certain events (contract signed, credit approved, milestone rejected, etc) happen naturally through the workflow of a job's workflow, transitions can be setup to automatically update the disposition of a job to a disposition that would best fit the new status of the job. 

To edit Transitions, head over to Settings through the gear icon on the upper right section of the screen. Then, choose CRM Settings on the left panel. Below Dispositions, if you scroll down (and with the right permissions), you will be able to see the Transitions section. It would look like this:

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Adding Transitions

To add a transition, click on the Add Transition button. And you will then be prompted to fill out certain fields. This is how it would look like:

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Here are the events that can be utilized for automation:

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Depending on the event, you may be required to supply additional information.  For example:

• When utilizing the Contract Status Change, you may want to specify a status of 'Signed', and thus the transition will only occur when there a contract is a signed contract.
• When utilizing the Qualification Update, you will be required to specify Credit, Title or Property as well as a status.  Most likely, you will create a new disposition: Credit Approved, and then setup a Qualification Update for Credit that has a status: 'Approved'.  
• When utilizing the Milestone Status Change, you can specify whether the automated disposition transition occurs whenever any milestone has the status 'Approved' or when a specific specificmilestone has status 'Approved'.

When you create a transition, certain fields will be disabled; you will only need to enter information in the enabled fields, and specify the start and end disposition.  As you enter information, sentences will form to explain in plain english how the automated transition will function.  

Functionality / Workflows / Screenshots 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.
• We'll talk about this in detail below.

• 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

When you create a transition, certain fields will be disabled; you will only need to enter information in the enabled fields, and specify the start and end disposition.  As you enter information, sentences will form to explain in plain english how the automated transition will function.