CRM Disposition Setup

How can we help you?

CRM Disposition Setup

In this article, you’ll learn how to set up CRM Disposition in your Membroz Account.

Steps to setup CRM Disposition:

Step-1. In the organization menu, Select ‘Marketing’.

Step-2. Navigate to ‘CRM Disposition setup’.

Step-3. Click on the ‘Enquiry’ tab & select ‘Add DIsposition For Enquiry’.

Enquiry Management

Step-4. Enter the Disposition name, select any action & click on the ‘Save’ button.

Add Disposition

Step-5. On clicking the action button, you’ll get a new option named ‘Forms’.

Forms Management

Step-6. Click on ‘Add Fields’.

Step-7. Enter all the mandatory details & click on the ‘Save’ button.

CRM SoftwareStep-8. Now click on the three Dot button, & select ‘Add Sub Disposition’.

Manage CRM Disposition

Step-9. Enter the Sub Disposition name, select any action & click on the ‘Save’ button.

sales management

Step-10. On clicking the action button, you’ll get a new option named ‘Forms’.

Step-11. Click on ‘Add Feilds’.

Step-12. Enter all the mandatory details & click on the ‘Save’ button.

Step-13. Likewise, you can set up CRM Disposition.

set up CRM disposition

 

Send Message
Hello!
How can we help!