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Disposition

Disposition refers to the status or outcome of a lead, representing the stages of leads within the CRM. There are two levels of Disposition: Main Disposition and Sub Disposition.

Create Disposition

Disposition List

Activate/Deactivate

Edit Disposition

Main Disposition:

This module allows you to manage the main disposition categories, serving as the parent of sub dispositions. You can create, update, or delete dispositions based on your business logic.

Create Disposition:

Follow these steps to create the main disposition:

Click on "Create Disposition."
Enter the disposition name in the provided input field.
Submit the disposition.

Disposition List

View disposition details including name, creation date, update date, updated by, and action buttons.

Activate/Deactivate

Control the status of dispositions by activating or deactivating them as per your requirements.

Edit Disposition

Modify disposition details by clicking on "Edit" and updating the disposition name in the pop-up window.

Sub Disposition

Sub Disposition offers more specific details, providing a nuanced understanding of the reasons behind a particular Disposition. It operates as a subset or detail under a specific Disposition.

Create Sub Disposition

Initiate further processes by creating sub dispositions under main dispositions.

Click on "Create Sub Disposition.""
Select the parent disposition from the dropdown.
Enter the sub disposition name.

Sub Disposition List

View sub disposition details including name, creation date, update date, updated by, and action buttons.

Activate/Deactivate

Control the status of sub dispositions by activating or deactivating them as required.

Edit Sub Disposition

Modify sub disposition details by clicking on "Edit" and updating the sub disposition name in the pop-up window.

Source Management

The Source Management module streamlines the organization and tracking of sources linked to leads.

Add Source

Source List

Activate/Deactivate

Edit Source

Add Source

To create a new lead and commence the lead process, follow these steps

Click on "Add Source." Provide the source name and its corresponding short name.

Source List

Access a comprehensive overview of source details, encompassing ID, short name, name, status, creation date, update date, updated by, and action buttons.

Activate/Deactivate

Regulate the status of sources by activating or deactivating them as needed.

Edit Source

Modify source details effortlessly by selecting "Edit" and updating the source name along with its short name.

Branch Management

The Branch Management module within the CRM empowers users to effectively organize and oversee various branches associated with business operations. This module plays a vital role in creating Site Visits, as each visit must be associated with a specific branch.

Adding a Branch

Branch Counters

Branch List

Activate/Deactivate

Editing a Branch

Conclusion

Adding a Branch

To create a new branch, follow these steps

Click on "Add Branch."
Enter the branch name, select the state and city, and provide the address.

Branch Counters

Counters in the Branch Management module offer quick insights into the current status of branches. There are four counters available:

Total Branch: Provides a comprehensive list of all branches.
Active Branch: Displays branches that are currently active.
Inactive Branch: Shows branches that are currently inactive.

Branch List

View detailed information about branches, including branch name, city, state, address, creation date, and Action options to activate/deactivate or edit branch details.

Activating/Deactivating a Branch

Control the status of branches by activating or deactivating them as necessary. Follow these steps:

Activate or deactivate the branch as required.
By default, the status of a branch is set to be active. Click on the Activate/Deactivate button in the Action menu to change the status accordingly.

Editing a Branch

Modify branch details conveniently by following these steps:

Click on "Edit" in the Action menu.
Update the branch name, state, city, or address in the pop-up window.

Conclusion:

Mastering the features within the Master module is essential for effective data management in the CRM system. Follow the provided training steps to efficiently utilize the Disposition, Sub Disposition, Source Management, and Branch Management functionalities. This knowledge will contribute to a well-organized and streamlined CRM experience. Good luck!