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Leads can be actioned several different ways depending on how the call went. If a customer did not answer, the lead will be set to a public callback where the lead will be fed to another agent at a later time for them to reach out again. Hence, action-ing a lead will provide the next steps on how to act on that lead at a future time. The different examples for actions to dispose a lead can be found in the table below:
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Step 1 - Access Disposition Page
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Hover over CAMPAIGNS and select DISPOSITIONS.
Step 2 - 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.
| Fields | Description |
|---|---|
| Disposition Name | Select an appropriate name that correspond for the use of the action |
| ActionAction associated | How to execute the disposition's namelead 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. |
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Step 3 - Click "Add Disposition"
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