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Then, click on the CRM Settings tab.

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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.

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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.

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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.

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Another way would be through the note icon on a job as shown earlier:

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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.

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