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 that will not be utilized. Here is the pre-populated list:
- Requires Follow-up
- Contract Signed
- Cancelled
- Postponed
- Closed Lost
- Closed Won
In the notes section for each job, you can manually update the status of the job.
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.
- Adding a disposition
- Editing a disposition
- Deleting a disposition
- Setting a disposition manually
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:
- Contract Status Change
- Qualification Update
- Site Archived
- Milestone Status Change
- Proposal Emailed
- Follow-Up Date Set
- Follow-Up Date Complete
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 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 status 'Approved' or when a specific milestone has status 'Approved'.
When you create an 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.
- Adding a transition
- Setting 'Any' as an option for start disposition
- Setting 'Any' as an option for a status
- Deleting a transition
- Deleting a disposition when it is a part of a transition
- Editing a transition