Abstract CRM Documentation
  • Dashboard
    • Zia- AI Assistant
    • Top Performer of the Month
    • Social Media Leads
    • Walkin Leads
    • Housing Leads
    • Website Leads
  • Master
    • Roles List
      • ADD ROLE in ROLES LIST
      • EDIT ROLE in ROLES LIST
    • Location List
      • How to ADD LOCATION in Location List
      • How to EDIT LOCATION in Location List
      • How to DELETE LOCATION in Location List
    • Source List
      • ADD SOURCE in SOURCE LIST
      • EDIT SOURCE in SOURCE LIST
      • DELETE SOURCE in SOURCE LIST
    • Budget List
      • ADD Budget in budget list
      • EDIT Budget in budget list
      • DELETE Budget in budget list
    • Looking For
      • ADD Looking For
      • EDIT Looking For
      • DELETE Looking For
    • Disposition
      • Disposition List
        • How to ADD in Disposition List
        • How to EDIT in Disposition List
        • How to DELETE in Disposition List
      • Sub-Disposition List
        • How to ADD in Disposition List
        • How to EDIT Disposition List
        • How to DELETE Disposition List
    • Lead Type
      • How to ADD New Lead in Lead Type
      • How to EDIT new Lead in Lead Type
      • How to DELETE Lead in Lead Type
  • Project List
    • How to ADD New Project in Project List
    • How to EDIT Project in Project List
    • How to DELETE Project in Project List
  • Leads
    • All Leads
      • How to ADD new Lead in All Leads
      • How to apply FILTER in All Lead
      • How to EXPORT BULK LEADS in All Leads
      • How to EDIT individual lead's details
      • How to share details on customer whatsapp no from crm
      • How to make a Call in CRM
      • How to book site visit in CRM
      • How to Delete individual leads in CRM
      • How to update convert status for individual lead in CRM
      • How to view remarks of customer given by telecaler
      • How to assign bulk leads to user in All Leads
      • How to delete bulk leads in All Leads
    • Followup list
      • How to export leads in followup list
      • How to check follow-up for specific date in Followup List
    • Site Visit Booking
      • How to export data of site booking from Site Visit Booking in CRM
  • Users
    • Add Users
      • How to ADD new user in Add Users
      • How to EDIT new user in Add Users
      • How to DELETE new user in Add Users
    • List of Users
      • How to add new user in list of user
      • How to EDIT user details in List of User in CRM
      • How to DELETE user in List of User in CRM
  • Leave MGMT
    • How to Apply Leave:
    • How to EDIT Leave list
    • How to DELETE Leave
  • Report
    • How to create a report on an individual telecaler
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  1. Master
  2. Disposition
  3. Disposition List

How to ADD in Disposition List

  1. Log in to your CRM system and navigate to the section where you want to add the disposition list. This may be the section for customer support, sales, or other areas where you track customer interactions and outcomes.

  2. Look for an option to add "Disposition Category List+"

  3. Click on the option to add a Disposition Category List+ or customize the existing list.

  4. Choose the type of disposition list you want to create, which allows users to select a disposition from a pre-defined set of options.

  5. Enter the options for the disposition list. Depending on the type of list you choose, you may need to enter each option separately. Make sure to include a clear and concise label for each option.

  6. Save the new disposition list.

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Last updated 2 years ago

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