Whether you are using Callbar or the Keypad, after a call is finished, you will see a pop-up window allowing you to select a call summary from a predefined drop-down menu list. For example, you may be able to select from “Left voicemail”, “Wrong number”, “Follow up immediately”, “Disconnected number”, "Potential sale", etc.
Note: In order to use this feature, Dispositions need to be configured beforehand and the Call Disposition Dialog needs to be enabled for your role and call direction.
Logging a Disposition in Callbar
Select a disposition from the list [1]:
You can also add a note to the call [2]:
Press Log [3] and this information will be displayed on the “Activity” tab of the contact’s profile.
Logging a Disposition in the Main Web Application
Logging a disposition in the main web application is very similar to logging a disposition in Callbar.
Select a disposition from the list [1]:
You can also add a note to the call [2]:
Press Log [3].
Dispositions are a simple, yet powerful tool that keeps the entire team on the same page and allows for a quick overview of previous conversations when on the phone with a customer.
It also allows managers to gain a comprehensive understanding of metrics that are most meaningful to them.