In order to update Company information you must have the authority to do so, (to allow a user this authority, add "Administrator" permission to a user profile).


On the “Company Admin” page click on “Edit Activity Dispositions” which will open the “Activity Disposition” page. 




Activity Dispositions: The CRM provides a default list of activity dispositions that cannot be edited, (open, completed, suspended), however you can add additional dispositions to suit your company needs. To add a disposition click on the +Activity Disposition button and add your new disposition in the blank field, then click the Update Activity Disposition to save.




You can also delete an Activity Disposition that you have created by clicking on the "X" next to the disposition you wish to delete.


When deleting an Activity Disposition you will be asked to confirm the deletion.


*Activity Dispositions will appear in a drop-down list within the Activity Details.


When viewing your Activity list you can easily identify the status for each activity.