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How can I use dispositions?
What are dispositions?
Dispositions are custom lead and job statuses that can be set on each job.
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Once 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, as shown here:
How can I use dispositions?
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?
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- Contract Status Change
- Qualification Update
- Site Archived
- Milestone Status Change
- Proposal Emailed
- Follow-Up Date Set
- Follow-Up Date Complete
Setting up a Transition manually
Follow these steps to set up a transition.
First, set up an Event. Events are pre-defined phases throughout a job's workflow. You can choose among 4 Events, namely:
- Follow-up Date Set
- Site Archived
- Contract Status Change,
- and Follow-up Complete
It would look like this on the platform:
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 a contract is signed.
- 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 specificspecific milestone has status 'Approved'. 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
To show you an example, let's try to select Contract Status Change. Event Status is initially grayed out. But since an Event that needs a specific Event Status is chosen, it will be enabled and will show choices, as seen below:
For reference, we chose Contract Signed. The next fields required are thus enabled. You may now define a disposition change. Two fields will need to be filled out: Active Disposition and New Disposition. For the Active Disposition field, you may choose Any or another specific status.
Please note that the Active Disposition is set to Any by default.
The same options are available for Active and New Dispositions, but Active Dispositions has the option to be set to Any. Below, choices for a New Disposition for the Event we specified are shown:
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 shown above. As you enter information, sentences will form to explain in plain english how the automated transition will function. . Assuming that we specified Any as an Active Disposition and Closed Won as a New Transition, here is what the said sentence would be like:
All that is left to do now is click Save, and we now have a new transition!
Once saved, here is how it would look like on the platform:
Editing a Transition
We can also edit a transition. Let's try it on the New Transition created above.
To begin, click the Edit button:
The fields above will then be shown, and editable fields will be enabled. Edit highlighted fields as needed, and don't forget to click Save!
Deleting a transition
To delete a transition, click Edit for the transition you'd like to Edit. Once the fields are shown, look for the trash icon and click it.
A pop up window to confirm the requested change will then be shown:
Click Delete, and the transition will then be deleted.
What if I'd like to delete a disposition that is part of a transition?
Good question! When this happens, the transition where the deleted disposition is in use will be deleted as well.
Here, the disposition Closed Won is used for a Transition.
After deleting, here's how it would look like on the platform: both the Disposition and the transition where it is used are both deleted, as you can see below:
