Connect and Sell: Review & Modify Dispositions

Created by Aye Myat, Modified on Mon, 9 Feb at 11:02 PM by Alsabana Sahubarali

Purpose: 

The purpose of this article is to provide direction to Outreach Users in reviewing and modifying dispositions. 

Intended Audience: 

  • Outreach Users

Review Current Dispositions

  1. Scroll down to the Company Settings Page
  2. Add/Remove/Update the dispositions listed in the Call Dispositions table until they match exactly the Call Dispositions you have configured on Outreach

Add a New Disposition: 

  1. Click the Add New Record button
  2. Enter the Disposition Text
  3. Select the appropriate Disposition Type
  4. Select the Lightning, Dialer and Conversation Checkboxes
  5. Click Save Changes

Delete a Disposition:

  1. Select the Delete button corresponding to the Disposition you want to delete
  2. Click Save Changes

Update a Disposition

  1. Click the Disposition Text field, Lightning, Dialer or Conversation Checkboxes to modify them.
  2. Click Save Changes

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