Below you can find how to add a new Call Disposition:

NOTE: You can only add the call disposition for the Talker.

1. 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.

2. 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.

4. Click Save to add the Call Disposition. A confirmation message saying ‘Call Disposition Added’ will be displayed.

5. 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 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.