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| Action | Description | Example on when to use |
|---|---|---|
| No More Calls | The lead will be closed and will no longer be fed from the campaign. | When customer request to not be called thereafter |
| Email Marketing | Emails the recipient of the lead about more information and a more detailed advertisement about the campaign presented. | When a customer requests for more information about the product campaign. |
| Move to Language Barrier Queue | Move the lead to a special queue with only a select amount of agents to work on the leads in this queue. | Spanish/french customer when calling lead |
| 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 |
After understanding the different actions of the dispositions, you can create dispositions using the following steps:
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Access Disposition Page
Hover over CAMPAIGNS and select DISPOSITIONS.
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Create Disposition
You can create as many dispositions as you wish to reflect on what happened during a call. A good disposition will have an appropriate name that describes what happened and what is to happen on that lead. To create a disposition, you have 4 different parameters to fill in. Once completed, click on Add Disposition.
| Fields | Description |
|---|---|
| Disposition Name | Select an appropriate name that correspond for the use of the action |
| Action | How to execute the lead after a disposition has been made. |
| Seen in Callback | Whether or not the disposition will be available when the lead is fed back for callback. |
| Conversion | Whether selecting this disposition is considered as a sales conversion. |
Step 3 - Click "Add Disposition"
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View Disposition
The newly created disposition will then be available for viewing in the list of dispositions. From there, you can also edit, add notes and delete the dispositions.
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