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Setup Sales Disposition
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The Sales Disposition field provides a way to track the "temperature" or "disposition" of a contact. Populating this field can be used to create queries/reports to derive the actual probability of a win.


  1. Click Setup in the left-hand navigation panel
  2. Click Sales Dispositions in the Sales Funnel section. A list of all Sales Dispositions you have configured for your system will be displayed

  3. Click the Add button

  4. Enter a Name for the new disposition
  5. (Optional) Enter a Desciption for the new disposition
  6. Click Done.


NOTE: Sales Dispositions may also be added "on the fly" when creating a sales opportunity
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