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 dispositions that are 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
• Canceled
• Postponed
• Closed Lost
• Closed Won

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?

Please note that to add, delete, or edit a disposition, a user must have Organization Admin permissions. To access this feature, follow these steps:

Head over to the Settings page.

Then, click on the CRM Settings tab.

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 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 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, 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 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:

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:

Here are the 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 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 specificmilestone 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

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.