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The different actions to dispose a lead can be found in the table below:
| Action | Description | Example on When to Use |
|---|---|---|
No More Calls | When customer request to not be called thereafter | |
| Set Public Callback | Next time lead is fed, any representative may receive the lead. | No Answer, voicemail, etc. |
| Set Private Callback | The same representative who initially dispositioned the lead will receive it next time it is fed. | Customer requests callback at a future date/time |
| Move to Language Barrier Queue | ||
| Email Marketing | ||
| Transfer via Slack |
After understanding the different actions of the dispositions, you can create dispositions using the following steps:
Step 1 - Access Disposition Page
Hover over CAMPAIGNS and select DISPOSITIONS.
Step 2 - Create Disposition
To create a disposition, you have 4 different fields to fill in.
| Disposition Name | Select an appropriate name that correspond for the use of the action |
| Action | Action associated to the disposition's name |
| Seen in Callback | Whether or not the disposition will be available when the lead is fed back for callback. |
| Conversion |
