So you've hit the ground running and started using Sanity OS to manage your leads and contacts but you might be wondering ... What's with the Thumbs up/down and neutral buttons on every contact/lead and why is this information on the dashboard?-Well, you're not alone.
The concept of Positive/Negative/Unreachable in Sanity OS is a way for users to have a global understanding of their operation across all databases. Sure, users may have their own fields and dispositions to measure KPI's (which can be found on the reports page) however as a matter of Data cleanliness and headline information it's one of the most important statuses in your toolkit - to understand this allow us to explain a little more:
Sanity OS is a unique tool that allows you to build one or more databases for a multitude of reasons whether that's for Prospecting, Customer Service, Contact and Lead Management. Each Database can use the same custom layout/structure or have its own set of fields and dispositions (the lead form you setup right at the start).
So lets assume that you have 5 Databases each with their own lead form/structure and with over 200,000 contacts distributed across these databases. Now, let's say you need to understand the state of your business activity across all 5 databases (remember each with their own custom lead form, fields and dispositions) how can you do that efficiently without spending a ton of time on reporting and cross referencing?
The answer: A Globally acceptable disposition - Positive/Negative/Neutral (as gracefully displayed below on the dashboard:
This same principle is a key indicator across some of the biggest, most technically advanced websites and social media networks and for the same or very similar reasons (Such as the Like Button on social networks).
It's certainly not the be all or end all of your reporting and once the principle is explained to users its embraced 100% of time.