Understanding the Disposition System
What dispos are, how they work, and what each one means
A disposition (or ‘dispo’) is the outcome a rep selects after every contact attempt with a lead. When a rep selects a dispo, the system handles the follow-up automatically.
Rules Every Rep Must Follow
1Every call gets a dispo. No exceptions. If a lead is not dispositioned, nothing happens next — the lead sits and goes cold.
2Use the most accurate dispo. "No Answer" and "Hung Up" are different outcomes. Accuracy matters.
3Don't use DQ as a trash can. DQ means the lead genuinely doesn't qualify. If you're just done with a lead, that's different.
4Sold means done. Once you mark Sold, the system routes the lead into the next phase. Don't use it until the paperwork is real.
Lead Confirmations
Automatic texts sent after booking
When a rep books an appointment in Opscotch, the system automatically sends the lead two text messages. The rep doesn’t have to do anything — it’s fully handled.
📱 Sent Immediately After Set
As soon as the rep marks the appointment booked, the lead receives a confirmation SMS including the appointment date/time and instructions to have a recent electric bill ready.
“Hi [Name]! You're confirmed for your Sunforce consultation on [Day] at [Time]. Please have a recent electric bill handy. See you then! — Sunforce Team”
⏰ Sent 2 Hours Before
Two hours before the appointment, the lead automatically receives a reminder SMS. This reduces no-shows without the rep doing anything manually.
“Hey [Name], just a reminder — your Sunforce appointment is in 2 hours at [Time]. Looking forward to speaking with you!”
💡
As an admin, you don’t need to do anything for these to fire. They are automatic. If a lead reports they didn’t receive a message, check: (a) their phone number is correctly entered, and (b) the appointment was actually booked — not just calendared manually.
Creating a New User Account
Onboarding a new rep or team member into Opscotch
Do this whenever you’re onboarding a new rep or team member into Opscotch.
1.
Log into Opscotch and make sure you’re inside the Sunforce sub-account (not the agency dashboard).
2.
In the left sidebar, scroll down and click Settings (gear icon at the bottom).
3.
Click My Staff.
4.
Click + Add Employee in the top right.
5.
Fill in the user’s details — First/Last Name, Email Address (their login), Phone Number (optional), Role (Admin = full access for managers only / User = limited access for reps).
6.
Set their Permissions. For a standard rep: ✅ Conversations ✅ Contacts ✅ Calendars ✅ Opportunities — ❌ Workflows ❌ Settings
7.
Toggle “Only Assigned Data” to ON so the rep only sees leads assigned to them (recommended for all reps).
8.
Click Save. The new user will receive an email invitation to set up their password.
⚠
If the rep says they didn’t get the invite email: Check their spam folder first. If it’s not there — Settings → My Staff → find the user → three-dot menu → Resend Invite.
Linking a Rep's Google Calendar
Enable conflict checking and two-way sync
Every rep should link their personal Google Calendar to Opscotch. This enables conflict checking (won’t double-book) and two-way sync (appointments appear in Google automatically).
⚠
This must be done by each rep from their own account. You cannot do it for them from your admin account.
1.
Rep logs into Opscotch → click Calendars in left sidebar.
2.
Click Calendar Settings (top-right area).
3.
Click the Connections tab.
4.
Click + Add New → select Google.
5.
Google sign-in window opens. Rep signs in and clicks Allow on ALL permission requests. (Must click “Allow All” — if they skip Calendar write permission, events won’t sync.)
Setting A — Linked Calendar
10.
Calendar Settings → Linked Calendar → Add → select the rep’s Google Calendar → Save. This is where Opscotch writes new appointments.
Setting B — Conflict Calendar
11.
Calendar Settings → Conflict Calendars → Add → select ALL calendars to block availability from → Save.
💡
The Linked Calendar is automatically added as a Conflict Calendar — so anything booked through Opscotch is immediately blocked. You typically only need to manually add additional personal calendars.
Troubleshooting
| Problem | Fix |
|---|---|
| Events not showing in Google | Check Linked Calendar is set. Make sure writer access was granted. |
| Rep is getting double-booked | Make sure personal calendar is added as Conflict Calendar |
| Integration shows red banner | Click Reconnect and re-grant all permissions |
| Wrong Google account connected | Disconnect, log out of all Google accounts, reconnect with right one |
Syncing a Rep's Email
Keep all lead email conversations inside Opscotch
Syncing a rep’s email allows all email conversations with leads to appear inside Opscotch. Everything stays in one place.
⚠
Same rule as calendar — each rep must do this from their own account.
1.
Rep logs into Opscotch → Settings (bottom-left sidebar).
2.
Click My Profile.
3.
Scroll to Email (2-Way Sync) section.
4.
Click Gmail → Connect.
5.
Google sign-in → allow all requested permissions.
6.
Once connected, the rep’s email appears confirmed. Emails sent from Opscotch show in Gmail Sent. Replies from leads show in Opscotch conversations.
How It Works
| What Happens | Where It Shows |
|---|---|
| Rep sends email from Opscotch | Gmail Sent + Opscotch conversation |
| Lead replies to rep | Inside Opscotch conversation thread |
| Rep emails directly from Gmail | Also syncs into Opscotch |
💡
The BCC trick: If a rep emails a lead directly from Gmail, they can BCC the Opscotch BCC address to force it into the CRM. Find the BCC address in Settings → My Profile → Email section.
Buying a Phone Number
Give every rep their own dedicated Opscotch number
Each rep should have their own dedicated Opscotch number. This keeps their personal cell private and makes sure all calls and texts route through the system.
1.
Log in as Admin → Settings → Phone Systems.
2.
Click + Add Number (top right).
3.
Select Add Phone Number from dropdown.
4.
Select country: United States.
5.
Click Filters → enter area code (e.g. 732, 908 for NJ) → Number Type: Local → Capabilities: ✅ SMS ✅ Voice.
6.
Browse available numbers → click Refresh Results for more options.
7.
Select the number → click Proceed to Buy.
📍 NJ Area Codes
Use local numbers for higher answer rates
732
848
908
973
862
609
856
⚠
Identity verification: If prompted for Persona ID check, this is a one-time verification per account to comply with carrier regulations. It takes about 2 minutes.
Assigning a Phone Number to a Rep
Route inbound calls directly to the right person
Once a number is purchased, you assign it to a specific rep so all inbound calls route directly to them.
⚠
One number per rep, one rep per number. You cannot split a number across multiple people.
1.
Settings → My Staff.
2.
Find the rep → click Edit (pencil icon).
3.
Scroll to Call & Voicemail Settings section → expand it.
4.
Find Inbound Number dropdown → select the purchased number.
5.
Click Save.
After assigning:
✓Inbound calls to that number ring the rep directly
✓Outbound calls from Opscotch show that number as caller ID
✓Texts to that number go into the rep's conversation inbox
Adding People to a Calendar
Managing existing calendars and creating new ones
Use this when adding a new rep to an existing calendar (like the round-robin) or creating a new calendar.
A — Adding a Rep to an Existing Calendar
1.
Calendars (left sidebar) → Calendar Settings tab (top).
2.
Find the calendar → click the pencil (Edit) icon on the right.
3.
Click Staff & location in the left nav of the editor.
4.
Click inside the Select staff field → search the rep’s name → select them.
5.
Set their Priority (High = they get booked first in round robin).
6.
Click Save changes (top right).
💡
Adding a rep here automatically includes them in the rotation from the moment you save. Make sure their Google Calendar is linked first so availability is accurate.
B — Removing a Rep
Same steps — in Team Members section, click X or Remove next to their name, then Save.
⚠
Removing a rep from a calendar does NOT delete their existing appointments.
C — Creating a Brand New Calendar
1.
Calendars → + Create Calendar.
2.
Choose type: Standard (single person) / Round Robin (distributed across reps) / Class/Group (group events — rarely needed).
3.
Name the calendar (e.g. “Seth — Solar Consultation”).
4.
Add the rep in Team Members section.
5.
Set availability (days and hours).
6.
Set meeting duration (30, 45, or 60 minutes).
7.
Save.
Pipeline Permissions
Who can see what — and how to change it
Pipeline permissions control whether a rep can see the Opportunities board and what they can do with leads there. By default, new users have no pipeline access — you have to turn it on.
Access Levels
How to Grant Pipeline Access
1
Go to Settings → Opportunities & Pipelines → Pipelines tab.2
Find the pipeline you want to control (e.g. Call Center, Solar Operations).3
Click the key icon 🔑 on the right side of that row.4
The Sharing & Permissions panel opens on the right.5
Choose the sharing mode: Share with selected users (most common) lets you pick exactly who.6
In the Add Users dropdown, search and select the rep.7
Set their permission: View Only (can see but not move leads) or Admin (full access).8
Click Save. Changes take effect immediately.⚠
Only Assigned Data matters too. Even if a rep has Edit Access to the pipeline, if "Only Assigned Data" is turned ON in their profile, they'll only see opportunities assigned to them — not everyone's leads. Turn it OFF only for managers who need full visibility.
Quick Reference
Common tasks and where to find them
Add a new rep
Settings → My Staff → + Add Employee
Resend login invite
Settings → My Staff → 3-dot menu → Resend Invite
Link Google Calendar
Calendars → Calendar Settings → Connections → + Add New
Set up conflict checking
Calendars → Calendar Settings → Conflict Calendars
Sync rep email
Settings → My Profile → Email (2-Way Sync) → Gmail → Connect
Buy a phone number
Settings → Phone Systems → + Add Number
Assign number to rep
Settings → My Staff → Edit User → Call & Voicemail Settings
Add rep to calendar
Calendars → Edit Calendar → Team Members → + Add User
Edit rep permissions
Settings → My Staff → Edit User → Roles & Permissions
Only show rep their leads
Settings → My Staff → Edit User → Toggle "Only Assigned Data" ON
Grant pipeline access
Settings → Opportunities & Pipelines → Pipelines → 🔑 key icon → Add user
Set pipeline access level
Pipelines → 🔑 key icon → set user permission to View Only or Admin
Share pipeline with whole team
Pipelines → 🔑 key icon → Share with all users
Social Media Planner
How to create, schedule, and manage posts across Facebook, Instagram, and more
Overview
The Social Planner lets you create and schedule posts for Facebook, Instagram, LinkedIn, Google Business, and more — all from one place inside Opscotch. You can post immediately, schedule for later, or set up recurring posts on a weekly or monthly cadence.
Connected Accounts
Before posting, the social accounts (Facebook Page, Instagram Business, etc.) need to be connected. This is a one-time setup done by Dom or an admin. Once connected, you’ll see them available when composing any post.
Creating a New Post
Publishing Options
Scheduling a Post
Managing Scheduled Posts
All scheduled posts appear in the calendar view. You can drag and drop to move them, click any post to edit or delete it, or switch to list view to see everything at once.
Quick Tips