Skip to main content

Call Dispositions

After every call, the disposition modal appears. This is where you log what happened on the call and what to do next.

The Disposition Modal​

Right after a call ends, you'll see a modal asking you to classify the outcome. Fill in:

  • Disposition: The outcome of the call (see categories below)
  • Notes: What you discussed and any important details
  • Next Steps: What happens next

Then click Save Disposition to complete the call record.

Disposition Categories​

Choose the disposition that best matches what happened:

  • Connected: You spoke with the decision maker or right person
  • Voicemail: You left a voicemail message
  • Wrong Number: Invalid phone number or wrong person
  • Do Not Call: The prospect asked to be removed from your list
  • Callback: You agreed to call back at a specific time
  • Not Interested: The prospect said they're not interested
  • Qualified: The prospect is interested and meets your criteria
  • Not Qualified: Not a good fit for your product or service
  • No Answer: No one picked up, no voicemail option

Adding Notes​

Use the notes field to capture key details:

  • What you discussed
  • Objections or concerns raised
  • Budget or timeline mentioned
  • Decision maker information
  • Any promises or commitments made

These notes appear in the contact's activity timeline and help your team stay informed.

Scheduling Callbacks​

If you select Callback, you'll be prompted to:

  1. Select a date and time for the callback
  2. Add any preparation notes
  3. Click Schedule

A task will be created automatically to remind you of the callback.

tip

Detailed dispositions help your team understand where leads stand and what's needed for the next step.

info

Dispositions are logged to the contact's activity timeline, creating a complete call history.