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Disposition Overview Interface Call dispositions are the backbone of effective call tracking and outcome analysis. This guide covers everything you need to know about disposition workflow, field management, and practical applications.

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🔄 Disposition Workflow

Understanding the disposition workflow is crucial for maximizing call tracking effectiveness:

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🎯 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

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📋 Disposition Fields

🧩 Core Fields Overview Disposition Status Configuration
FieldTypeDescriptionExample
IDNumberUnique identifier for each disposition1, 2, 3
Disposition NameStringClear, descriptive outcome label"Interested", "Not Available"
Setup Didn’t Answer ButtonToggleAuto-assign when call goes unansweredEnabled / Disabled
Call StatusEnumCurrent status of the dispositionCompleted, Answered, No, Ringing, Busy, Cancelled, In Progress, Failed, AMD
Color PreviewSwatchVisual color indicator for the disposition
Useful for quick recognition and workflow mapping
Created AtDateTimeTimestamp of disposition creation09-13-2024 01:19 PM
ActionButtonsAvailable operations for each dispositionEdit, Delete

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🛠️ Field Configuration Details

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🏷️ Disposition Name

  • Purpose: Primary identifier for call outcomes

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🚫 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%

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📞 Call Status Options

  • Completed: ✅ Call finished with clear outcome
  • Answered: 📞 Call was answered but ongoing
  • No: ❌ Call attempt unsuccessful

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🎛️ Managing Dispositions

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➕ Adding New Dispositions

Add New Disposition Interface Creating new dispositions allows you to customize call outcome tracking to match your business needs. The interface provides a streamlined approach to disposition management. 📝 Required Fields
FieldDescriptionExample / Notes
DispositionEnter a clear, descriptive name for the call outcome.”Interested”, “Not Available”, “Decision Maker Not Present”
Assign role to viewAssign which user roles can see/apply this disposition.
Select one or more from the available roles.		(e.g. Admin, Agent)
GHL LocationSelect the CRM (GoHighLevel) account location relevant to this disposition.Allows CRM-specific tracking and analytics.
Fields For NotesOptional. Select additional note fields, typically available after setting a location.Unique to each CRM location
Text ColorChoose the text color for this disposition label in the interface.Example: White (#FFFFFF)
Background ColorSelect a background color for the disposition button.
Aids in quick visual identification in call logs and workflow mapping.		Example: Blue (#0000FF)
The form includes all the above fields. “Assign role to view” allows you to select multiple roles. “Fields For Notes” dynamically appears once a GHL Location is selected. Use text and background color pickers to customize appearance for clarity in dashboards and call screens.
💡 Tip:
Use consistent naming and color-coding conventions to make disposition outcomes intuitive and actionable for agents and managers.

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✏️ Edit Disposition

Edit Disposition Interface
✏️ Edit Disposition Example:
The form lets you modify all disposition properties, including:
  • Disposition: Name (e.g., “dev”)
  • Assign role to View: Multi-role selection (e.g., Agent, dev)
  • GHL Location: Select relevant CRM/account
  • Fields For Notes: Appears after location is selected
  • Text Color & Background Color: Color pickers for customizing the label/button
  • Submit: Save changes after editing
Use the Back button to return to the disposition list without saving changes.
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.

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🗑️ 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.

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📊 Analytics & Performance

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📈 Disposition Usage Statistics

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🎯 Key Performance Indicators

Conversion Rate

24.5%
↗️ +3.2% from last month

Contact Rate

68.3%
↗️ +5.1% from last month

Follow-up Success

41.7%
↘️ -1.8% from last month

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⚙️ Configuration Options

SettingDescriptionRecommended Use
Auto-AssignmentAutomatically apply this disposition for specific call outcomesEnable for “No Answer”, “Busy”, “Voicemail”
Follow-up RequiredMark if this disposition requires scheduled follow-upEnable for “Callback Requested”, “Follow-up Needed”
Success IndicatorClassify as positive outcomeEnable for “Sale”, “Appointment Set”, “Interested”
Final DispositionMark as call completion (no further attempts)Enable for “Do Not Call”, “Sale Completed”

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🚀 Advanced Features

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🤖 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

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🔗 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

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📅 Follow-up Automation