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Deal Dispositions

Deal Dispositions

Emilie avatar
Written by Emilie
Updated this week

Deal Dispositions are reasons why a deal's status was changed. This is a feature used primarily for reporting. Filtering by status changes and leads will populate Extension of Status Changes.

To create deal dispositions, click Settings > Deal > Deal Dispositions

Click +New to create a new disposition
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Any new Deal Dispositions you add will need a name, a description, and a corresponding Deal Status. For example, you might set up a Disposition for deals that are put into "On Hold" status due to a credit issue. Once configured, be sure to save.
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Deal Dispositions stay in circulation unless they are deleted. To delete a deal disposition, click the red trash can to the right of the disposition name.

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