Dispositions help you finalize a call, allowing you to mark a communication status so you know what the next steps for follow-up should be. They help you track the effectiveness of your calls.
Learn how to use these to your advantage:
❗ Note: Please keep in mind that dispositions are not action buttons, and will not trigger workflow or webhooks. They only set a status for your call for your records.
A. Access Dispositions' configuration window
To customize your smrtDialer Status Filters/Dispositions, access smrtDialer > Setup > Dispositions.
To add a new Disposition, type in the name and press the blue plus "+" button.
To delete a Disposition, click on the gray "X" button to the right of the Disposition you want to remove.
There are 6 default Dispositions that are fixed (DNC, Converted, Callback, Voicemail, Not Interested & Wrong Number), and you can add up to 10 custom Dispositions of your own. Dispositions can be assigned colors to better organize and keep track of your Calls.
B. Decide what happens with Status Filters in your smrtDialer Campaign
View your Status Filters from the Call Engine tab of smrtDialer Campaign Settings. (Only the Account Owner and Users with granted permissions have access to this section.)
Here, you get to decide what happens if the call meets the conditions from Status Filters and Wrong Number Filters.
Learn more about Filters and dispositions by reading this article here: How filters/call dispositions work in smrtDialer >>
C. Dispositions in your smrtDialer Campaign
Once you start dialing the Campaign, these windows will start being populated with the information pulled from lists.
After you hit the "Finalize Call" button to end a Call, your Dispositions will appear. You can choose only one Disposition for each call.
Note: InvestorFuse Users have to manually push their unsuccessful leads after a Call Session. Read more about this here: How filters (dispositions) work in smrtDialer >>