The Call Disposition popup window is used to log the details of the calls, as well as allow you to see additional information about the prospects.
The Call Disposition popup window has the following fields:
Call status icon– A quick reference of the call status.
– Call in-progress
– Call hang up or disconnected
Talk Time – Total duration of the call.
Dial Pad – Dial pad to enter the IVR options to connect with the prospect.
NOTE: This feature will be available only for AI Flow Dialer and AI Parallel Dialer.
Hang Up – Click to disconnect the current call.
Salesfloor – Click to join the Salesfloor.
DNC – Mark the current dialing prospect as Do Not Call or Do Not Call until by clicking the respective DNC icons. Prospects marked as do not call are prevented from being dialed.
– To mark the current prospect as Do Not Call.
– To mark the current prospect as Do Not Call until; no calls will be initiated to that prospect until the date selected.
NOTE: The above icons will appear gray and will become active when applied to the current prospect, as shown below.
– Click on the Edit icon to add talking points (if any) for the prospect, such as next call plans or follow-up plans, etc. These points will be saved and displayed in the Call Disposition pop-up the next time you call the same prospect.
Also, the below tool tip information will be displayed when hovering over the icon.
Cadence – The Cadence button will be available only if you have a license for the Cadence module. This is used to assign the active prospect to a Cadence directly from the Call Disposition window.
Upon clicking the Cadence tab, the Add To Cadence window will be displayed.
Select the Cadence from the dropdown and click Submit to add this prospect to the cadence.
Once the prospect has been added to a Cadence successfully, the following message will be displayed.
NOTE: You cannot add a Cadence prospect (uploaded from Cadence for dialing) to Cadence again. When trying to add, the alert message below will be displayed.
LinkedIn button – Click to launch the prospect's LinkedIn profile to view additional information about the prospect.
NOTE: This button will appear only if the LinkedIn URL for the prospects is synchronized from the CRM or uploaded via CSV.
Call Script – Click to bring the Call Script window to view the additional information (if any) of the dialing list, provided in the My Lists tab.
CRM button – Click to bring up the prospect’s CRM window. This button will NOT be available for Standalone (Non-CRM) users.
Call Result – Select the outcome of the call from the Call Result dropdown.
Call Comments – Enter the detailed notes about the call if needed. For the Call Dispositions Other and Call Issue, you need to enter notes to save the Call Disposition.
Create a Followup – Click to bring up the Follow Up tab which is used to schedule a follow-up call for this prospect. When a follow up is scheduled, it will write back to the CRM as an open activity. It will also be saved in the Koncert Reports under the Koncert – Follow Up Report.
- Activity Type – Select the Activity Type from the dropdown list. This defaults to ‘Task’.
- Subject – Enter the Subject of the Follow Up. (mandatory)
- Next Steps – Enter the description in the Next Steps field.
- Follow Up Date – Select the date for the follow-up meeting with this prospect. (mandatory)
- Reminder – Choose the time for when you want the reminder to appear.
Add a Referral – Click to bring up the Follow Up tab which is used to save the contact information of a prospect referred by the current prospect. It will also be saved in the Koncert Reports under the Koncert – Referral Report.
Record Type – Select the record type from the dropdown list. The available options are:
- Prospect - Third Party Integrations
Account Name – Prospect’s Account Name.
Contact Name – Enter the name for the Referral. (mandatory)
Title – Enter the Title for the Referral.
Email ID – Enter the Email ID for the Referral.
Phone Number – Enter the contact number for the Referral. (mandatory)
Source – The source will always be Koncert.
Save and Add to Dialing Session – Option to save the referral information and add them to your current dialing session.
Save and Call Immediately – Option to save the referral information and dial them right away.
Save & Follow Up Later – Option to save the referral information and create an activity to dial the prospect later when needed.
NOTE: Upon selecting this option, the Create a Follow Up checkbox below will be enabled and allows users to choose the follow up date to dial.
Add to Cadence – After providing the referral information, you can add the referral to a Cadence by selecting the cadence from the Add to Cadence dropdown.
The referral will be added to the Cadence once the disposition is saved.
NOTE: The Add to Cadence dropdown will be made available ONLY if you have a license for the Cadence module.
Create a Follow Up – Select to schedule a follow-up call for the referral. When this option is selected, the following fields will be displayed.
- Follow Up Date – Select the date for the follow up meeting with the referral
- Subject – Enter the Subject of the Follow Up
- Description – Enter the Description of the Follow Up
Prospect Fields – Here you can edit, and update the prospect information. The edited information will be updated in the external CRM if you are a CRM customer.
Activity History – The Activity History tab provides you with up to the last five activities from the CRM. This tab will be visible ONLY for CRM customers.
The following fields will be enabled only after the call is hung up.
Wrap time – Displays the Wrap time (Time duration between call ‘Hang Up’ and ‘Dial Next Number’ or ‘Dial Next Contact ’ or Save & Close.
Redial – Click to dial and connect to the prospect again.
Save & Close – Click to save the call disposition and pause the dialing session.
Save & Go – Click to save the call disposition and dial the next prospect queued in the list.