Understanding the Dispositioning System 📊 — Transcript

Full transcript

1. 0:00in this video we will be covering the
2. 0:02dispositioning system which is one of
3. 0:05the two ways of managing and automating
4. 0:08actions for leads inside of your system
5. 0:11the other is the opportunities or
6. 0:14pipelines covered in the other
7. 0:17videos inside of the contact view on the
8. 0:21left hand side you'll find that every
9. 0:23branding bundle comes paired with a
10. 0:26disposition
11. 0:27toggle each stage is tracked inside of
12. 0:31this
13. 0:32dropdown in some circumstances the lead
14. 0:35may move through this stage on their own
15. 0:37such as appointment booked you may come
16. 0:40back to find that appointment booked is
17. 0:42already
18. 0:43toggled but you can also manually change
19. 0:46the stage to trigger an
20. 0:48event for example if I've imported a
21. 0:51list and I want to send Joe lead a new
22. 0:55lead nurturing campaign I can simply
23. 0:58change him to the new lead nurture stage
24. 1:01and you'll notice that a text and email
25. 1:03will be shortly
26. 1:11triggered
27. 1:12additionally this dispositioning system
28. 1:16synchronizes with the new lead pipeline
29. 1:19if a change is made in the pipeline or
30. 1:21change is made in the disposition
31. 1:23dropdown that lead will move through
32. 1:26each stage in a corresponding manner so
33. 1:29that you can engage with the system in
34. 1:31whatever method you
35. 1:41prefer if the lead is moved to booked
36. 1:43appointment and they did not show I can
37. 1:45trigger the message of a reschedule
38. 1:49simply by going to
39. 1:52noow notice that just as with the new
40. 1:54lead campaign within a moment a text and
41. 1:57email is triggered by changing to the no
42. 2:00show
43. 2:01stage notice the numbering and coloring
44. 2:04system aligning across all assets if you
45. 2:07have questions about what actions are
46. 2:09triggered by using this disposition
47. 2:12system simply look for the number and
48. 2:15color go to
49. 2:18automations find your branding
50. 2:21bundle and find the corresponding
51. 2:28color and this example the disposition
52. 2:31is changed and the email and text go out
53. 2:35this allows you to Simply find your way
54. 2:37across the system and make changes also
55. 2:40understanding what actions take place as
56. 2:43you make adjustments to that
57. 2:48disposition if the disposition process
58. 2:50is a way that you prefer to engage with
59. 2:53the system we do suggest making a couple
60. 2:55minor modifications to making this tool
61. 2:58more accessible
62. 3:01under
63. 3:02settings custom
64. 3:04Fields find the folder called
65. 3:09Contact notice that the final expense
66. 3:11disposition is further down in this
67. 3:15folder we can drag this to the top to
68. 3:17make it more accessible so that we don't
69. 3:20have to find it as we're engaging and
70. 3:22talking with our
71. 3:23contacts you may have multiple
72. 3:25disposition dropdowns depending on which
73. 3:29bundles you have
74. 3:31imported and we recommend taking some
75. 3:33time to reorganize folders and
76. 3:35reorganize the disposition in a way
77. 3:38that's accessible to
78. 3:45you some of these changes may take a few
79. 3:48moments to
80. 3:50update notice that the disposition is
81. 3:53now found at the top allowing me quick
82. 3:55access to make changes as needed
83. 4:01one final change that we make a
84. 4:04suggestion regarding is under the smart
85. 4:06list
86. 4:08folder in other videos we cover the
87. 4:10creation of smart list but we do want to
88. 4:13return to this feature as it is a simple
89. 4:15way to access folders based on the stage
90. 4:19or disposition of each
91. 4:22contact for example if I go to more
92. 4:25filters and I search dis position
93. 4:32disposition
94. 4:33is and I can sort New
95. 4:36Leads saving them as a smart
96. 4:43list notice a new folder New Leads has
97. 4:50appeared let's add one
98. 4:53more returning to the filters final
99. 4:57expense disposition no contact
100. 5:02this stage would be chosen if you've
101. 5:04made a call and have not been able to
102. 5:06reach that
103. 5:08contact save as smart
104. 5:13list
105. 5:15save and you'll find that an additional
106. 5:18folder has now
107. 5:20appeared as contacts are added to
108. 5:22different stages either in the pipeline
109. 5:25or in the disposition tracker they will
110. 5:27now filter automatically into each of
111. 5:29these
112. 5:36stages notice that if I change to no
113. 5:39contact that will trigger the
114. 5:44action and additionally returning to no
115. 5:47contact Joe lead is now in that smart
116. 5:49list or contact folder based on the
117. 5:52filter of the
118. 5:57disposition reach out if you have any
119. 5:59questions