Lead Dispositions
Requires. Administration Page; Lead Dispositions with Create, Modify, or Delete for changes.
The catalog of outcomes your sales team picks from after contacting a lead. Consistent dispositions are what make lead-conversion reporting useful — you can track "how many leads become customers after 3+ touches" only if every rep tags touches the same way.
Getting here
- From Admin → Catalogs, click Lead Dispositions.
- Or go directly to
https://portal.securitytrax.com/acme/admin/cms/lead-dispositions.
The list and sort order
The list shows dispositions in the order they appear in the dropdown. Click Sort (admin.cms.lead-dispositions.sort) to drag-and-drop reorder — most common dispositions at the top saves reps a click every time.
Edit form
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Name | Yes | Text | 1–255 chars, unique | The disposition label. |
| Category | Optional | Select | Contact attempt / Qualification / Close / Dead | Used for funnel reporting. |
| Default callback offset (days) | Optional | Number | ≥ 0 | When chosen, pre-sets the callback date this many days out. |
| Closes lead | No | Checkbox | — | Whether choosing this disposition marks the lead as closed (no further routing). |
| Status | Yes | Select | Active / Inactive | — |
Related
- Leads — where dispositions are set.
- My Assigned Leads — the rep's own view of leads with active dispositions.