Below you can find how to add a new Call Disposition:
NOTE: You can only add the call disposition for the Talker.
- In the Administration » Call Dispositions tab, click on the Add New + button to add the Call Disposition(s) that you wish to add.
NOTE: For HubSpot orgs or any orgs integrated with the Sales Engagement platform, the following alert message will be displayed upon clicking the Add New button. Click OK.
- After the Add Call Disposition window pops up, fill in the following information:
- Product Type – Select the product(s) to which the Call Disposition should be added
- Call Disposition – Enter the disposition name
- Active? – Select Yes to make the disposition Active or else select No
- Enabled for Report – Select Yes to display the disposition in the report or else select No
- Is Positive Connect? – Select Yes to count the disposition as a positive connect or else select No
- Prospect Stage – Select a member stage value
- Mark as Connect? – Select Yes to count the disposition as a connected call or else select No
- Cadence Action – Select a default action that should be taken for the selected disposition.
- Cadence Outcome Weightage – Enter the value which will be auto updated and displayed under Engagement Score field in the Cadence » Prospect Information window, in case the disposition is selected in the Cadence » Click Dialer.
NOTE: A tooltip information "Any changes to the Cadence Action will not apply to your active Cadences" will be displayed when hovering over the icon next to the Cadence Action field.
NOTE: You can add a maximum of up to 50 Call Dispositions based on your request to Koncert Support.
- Click Save to add the Call Disposition. A confirmation message saying ‘Call Disposition Added’ will be displayed.
- The newly added disposition will appear in the Call Dispositions tab with a default text link Add a Workflow under the Select Automation column.
Refer to the article How do I define a workflow for the call outcome? for detailed information on how to add a workflow for the call outcome.
Please contact Koncert Support for any questions at firstname.lastname@example.org or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.