Below you can find how to add a new Call Disposition:
NOTE: You can only add the call disposition for the Talker. Also, the added disposition is common for both AIPD and AIFD dialers.
- 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:
- Call Disposition – Enter the name of the call disposition
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Active? – Defaults to Yes, indicating the disposition is Active. If needed, you can change it to No.
NOTE: If you have selected No, the added disposition will be seen by selecting the Inactive Disposition checkbox.
- Enabled for Report – Defaults to Yes, displaying the disposition in the report. If needed, you can change it to No.
- Is Bad Data Disposition? – Defaults to No. Select the option Yes to consider and count the disposition as Bad Data.
- Mark as Conversation? – Defaults to No. Select the option Yes to count the disposition as a connected call.
- Is Positive Conversation? – Defaults to No. Select the option Yes to consider and count the disposition as a Positive conversation.
- Is Meeting Disposition? – Defaults to No. Select the option Yes to consider and count the disposition as a Meeting scheduled. When you select the option Yes, then immediately the options Mark as Conversation ? and Is Positive Conversation? will be automatically changed to Yes and grayed out i.e. you cannot change those options. Also, the added disposition here will be reflected under the Administration » Company Setup » Reports » What disposition indicates a Meeting? option.
- Show Call Recordings – Defaults to No. Select the option Yes to show the disposition under the Call Recordings » Dispositions filter to view the call recordings.
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 at the end of the list of dispositions 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 support@koncert.com 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.