Disposition

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📋 Overview

Disposition is where you name and organize labels for how call results are recorded in your workspace. Each entry is one label (for example Interested, Callback, Not Interested). You can decide:

• The name of the outcome label.
• Which roles can use that label.
• Which GHL location and notes field it ties to.
• How it looks (text and background colors).
• Whether it is the Didn’t Answer default.
• Whether it is the general default option.
• Which Call Status it maps to.

Repeated for clarity: one disposition record = one outcome label + visibility + behavior + color + call-status link.

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📑 Main list

The main table shows all dispositions for your organization. You can also search and move between pages using the list controls.

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➕ Add a disposition

1. Click Add.
2. The form opens with title Add Disposition.
3. Fill required fields.
4. Click Submit.

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🏷️ Disposition (name)

Enter a short, clear name for the outcome label.

• Must be unique for your organization.
• If the same name already exists, the form shows an error and does not save.

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👥 Assign role view

Choose one or more roles that can see/use this disposition.

• Multi-select is supported.
• If the selector is hidden for your account, your role may be applied in the background.

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📍 GHL Location

Choose the GoHighLevel location this disposition is tied to.

• Pick from locations available in your workspace.
• Notes-field options depend on the selected location.

🗒️ Fields for Notes After selecting a location, the form loads that location’s custom fields.

• Choose where disposition notes should be stored.
• If you switch location, wait for fields to refresh, then choose again if needed.
• If no custom fields exist, the form will show that there are none available.

🎨 Colors You can set visual styles for normal and selected states:

• Text color and Background color = standard appearance.
• Select Text color and Select Background color = selected/highlighted appearance.

Defaults usually start as white/blue for normal and white/green for selected, but you can change any color. 📝 Submit Click Submit to save.

• On success: short confirmation appears and you return to the list.
• On failure: message stays on the form so you can fix the issue.

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✏️ Edit a disposition

1. Click Edit on the row.
2. The form opens as Edit Disposition.
3. Existing values load (name, roles, location, notes field, and colors).
4. Update fields and click Submit.

Editing follows the same validation as adding, including the unique-name rule.

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🕹️ Switches on the list

You do not need to open Edit for these two toggles:

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❓ Setup Didn’t Answer Button

• Enable this on one row to make that row the automatic “didn’t answer” choice.
• Only one row can hold this setting at a time.
• Turning it on for another row clears the old one.

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⭐ Setup Default Option

• Works the same pattern for your organization’s general default disposition.
• Only one row can be the default option at a time.
• Choosing a new default clears the previous default.

If an update fails, you may see an alert and the toggle can return to its previous value.

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☎️ Call Status

Use the Call Status dropdown on each row to map that disposition to the right call situation.

• Select the new value.
• The change saves immediately.
• Mapping is important because status grouping/reporting depends on it.

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🗑️ Delete a disposition

Click Delete on a row and confirm when prompted.

• After confirmation, the record is removed.
• You return to the list with a success/failure message.

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