Dispositions are actions that describe the result of a call between an agent and a customer. Dispositions give users valuable insight on what happened during a call; whether a call was not answered, a sale was made, requested more information about the campaign, etc. The advantages of using dispositions are that it indicate the outcome of the call and also designates the next step on how to action the lead.
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| Dispositions are global across all campaigns created. Dispositions cannot be created for use in a single or individual campaign. |
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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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
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.
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Step 3 - Click "Add Disposition"
Click on Add Disposition to complete the set up. After that, 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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