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🛠️ Step 3: Customizing Dispositions

K
Written by Kyler Terry
Updated over a week ago

Custom Dispositions let you create, edit, and organize the statuses your team uses when working with customers.

🚶 Step 1: Access Admin Settings

  • Log in to your account.

  • Click the hamburger menu (top left).

  • Select Admin Settings.

  • Scroll down and click Custom Dispositions.


📋 Step 2: View Available Dispositions

  • You’ll see a full list of active dispositions available to your team.

  • At the bottom, you’ll find hidden dispositions.

    • To activate one, simply unhide it.


🎨 Step 3: Customize a Disposition
Click into any disposition (e.g., Interested) to edit:

  • Icon – choose from preset logos.

  • Icon & Background Colors – adjust to match your preferences.

  • Title – edit how the disposition will be labeled.

  • Sub-statuses – add layers like Low, Medium, or High Priority.

  • Follow-Up List – toggle on if you want this disposition to appear in your Follow-Up list on the home screen.

  • Description – add notes to guide your team on how to use it.

  • Hidden – toggle to hide/disable the disposition entirely.


🛠️ Step 4: Edit & Enable Dispositions

  • Select a hidden disposition (e.g., Lead).

  • Unhide it.

  • (Optional) Enable the Follow-Up List.

  • Click Save.

⚠️ Important Note:
Dispositions in NomoHub are static, not dynamic.

  • Any edit to a disposition updates all past and future records that used it.

  • For example, if you change “Interested” to “Hot Lead,” this change will apply to every record where “Interested” was previously selected.

  • That’s why you’ll see a confirmation popup before saving edits.


📂 Step 5: Organize Your Dispositions

  • Click and drag dispositions to reorder them.


💬 Need Help?
If you have questions or run into issues, our support team is here for you:

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