🔄 Disposition Workflow
Understanding the disposition workflow is crucial for maximizing call tracking effectiveness:🎯 Workflow Stages
Pre-Call Setup
Configure disposition options and auto-assignment rules before initiating calls
During Call
Monitor call progress and prepare for outcome classification
Post-Call Action
Assign appropriate disposition and trigger follow-up actions
Analytics Review
Analyze disposition data for performance insights and optimization
📋 Disposition Fields
Core Fields Overview
| Field | Type | Description | Example |
|---|---|---|---|
| ID | Number | Unique identifier for each disposition | 1, 2, 3 |
| Disposition Name | String | Clear, descriptive outcome label | "Interested", "Not Available" |
| Setup Didn’t Answer | Toggle | Auto-assign when call goes unanswered | Enabled / Disabled |
| Call Status | Enum | Current status of the disposition | Completed, Answered, No,Ringing ,Busy,Cancelled,In Progress,Failed,AMD |
| Created At | DateTime | Timestamp of disposition creation | 09-13-2024 01:19 PM |
| Actions | Buttons | Available operations | Edit, Delete |
🔧 Field Configuration Details
Disposition Name
- Purpose: Primary identifier for call outcomes
Setup Didn’t Answer Button
- Function: Automatically applies disposition when calls go unanswered
- Use Cases:
- ✅ Enable for: No Answer, Busy, Voicemail
- ❌ Disable for: Sale, Interested, Appointment Set
- Impact: Reduces manual disposition assignment by 60-80%
Call Status Options
- Completed: ✅ Call finished with clear outcome
- Answered: 📞 Call was answered but ongoing
- No: ❌ Call attempt unsuccessful
🎛️ Managing Dispositions
➕ Adding New Dispositions
Required Fields
Name
Purpose: Enter a clear, descriptive name for the disposition outcome
Example: “Interested”, “Not Available”, “Decision Maker Not Present”
Best Practice: Use consistent naming conventions across your team
Example: “Interested”, “Not Available”, “Decision Maker Not Present”
Best Practice: Use consistent naming conventions across your team
Agent Role
Function: Assign specific agent role or permission level for this disposition
Options: Select from available user roles (Admin, Manager, Agent, etc.)
Note: Controls which team members can apply this disposition to calls
Options: Select from available user roles (Admin, Manager, Agent, etc.)
Note: Controls which team members can apply this disposition to calls
GHL Location
Purpose: Specify the CRM system name for integration and tracking
Use Case: Useful for multi-CRM environments or system-specific campaigns
Impact: Enables CRM-based disposition analytics and integration
Use Case: Useful for multi-CRM environments or system-specific campaigns
Impact: Enables CRM-based disposition analytics and integration
✏️ Edit Disposition
Modify existing dispositions to reflect changing business needs or improve tracking accuracy.Editing disposition names will affect historical reporting. Consider creating new dispositions instead of modifying existing ones for data consistency.
🗑️ Delete Disposition
Remove unused or outdated dispositions from your system.Deleted dispositions cannot be recovered. Ensure all historical data using this disposition is properly archived before deletion.
📊 Analytics & Performance
📈 Disposition Usage Statistics
🎯 Key Performance Indicators
Conversion Rate
24.5%
↗️ +3.2% from last month
↗️ +3.2% from last month
Contact Rate
68.3%
↗️ +5.1% from last month
↗️ +5.1% from last month
Follow-up Success
41.7%
↘️ -1.8% from last month
↘️ -1.8% from last month
Configuration Options
| Setting | Description | Recommended Use |
|---|---|---|
| Auto-Assignment | Automatically apply this disposition for specific call outcomes | Enable for “No Answer”, “Busy”, “Voicemail” |
| Follow-up Required | Mark if this disposition requires scheduled follow-up | Enable for “Callback Requested”, “Follow-up Needed” |
| Success Indicator | Classify as positive outcome | Enable for “Sale”, “Appointment Set”, “Interested” |
| Final Disposition | Mark as call completion (no further attempts) | Enable for “Do Not Call”, “Sale Completed” |
🚀 Advanced Features
🤖 AI-Powered Auto-Disposition
Enable intelligent disposition assignment based on conversation analysis and customer sentiment detection.
- Sentiment Analysis: Automatically detect positive/negative outcomes
- Intent Recognition: Classify customer intent during conversations
- Pattern Learning: Improve accuracy through machine learning
- Confidence Scoring: Provide reliability metrics for auto-assignments
🔗 Integration Capabilities
CRM Sync
Automatically update lead status in connected CRM systems based on disposition
Workflow Triggers
Launch automated follow-up sequences, emails, and task creation