CRM Disposition Setup

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’.

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

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

Step-6. Click on ‘Add Fields’.

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

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

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

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.