Call Disposition Rules
When running a Predictive Dialing or Voice Broadcast Campaign you will have the option to set
Call disposition rules allow you to auto-disposition callees based on an agent's notes or the status of the call. The image above contains a few examples, such as if a call fails for any reason you can have the campaign automatically retry the call some number of times, such as two in our example. You can also auto-disposition a made call by using an agent's notes, such as noting the callee is "interested" or a "lead", to automatically label the callee as such in the CRM record. Clickto create a call disposition rule.
The top half of this window deals with the initial status of the call and bottom half describes the action taken when a call meets the chosen requirement. In addition to the examples listed above, you can customize what to find in the call notes to trigger a certain disposition, retry calling the number again depending the reason for why the call failed, and more. If you want to have a variety of CRM fields to use in the Setup Custom Fieldsmenu, simply create some categories in your CRM before starting the campaign. See this page for more information on creating custom fields: