🔄 Disposition Workflow
Understanding the disposition workflow is crucial for maximizing call tracking effectiveness:🎯 Workflow Stages
Pre-Call Setup
Configure disposition options and auto-assignment rules before initiating calls
During Call
Monitor call progress and prepare for outcome classification
Post-Call Action
Assign appropriate disposition and trigger follow-up actions
Analytics Review
Analyze disposition data for performance insights and optimization
📋 Disposition Fields
🧩 Core Fields Overview
| Field | Type | Description | Example |
|---|---|---|---|
| ID | Number | Unique identifier for each disposition | 1, 2, 3 |
| Disposition Name | String | Clear, descriptive outcome label | "Interested", "Not Available" |
| Setup Didn’t Answer Button | Toggle | Auto-assign when call goes unanswered | Enabled / Disabled |
| Call Status | Enum | Current status of the disposition | Completed, Answered, No, Ringing, Busy, Cancelled, In Progress, Failed, AMD |
| Color Preview | Swatch | Visual color indicator for the disposition Useful for quick recognition and workflow mapping | |
| Created At | DateTime | Timestamp of disposition creation | 09-13-2024 01:19 PM |
| Action | Buttons | Available operations for each disposition | Edit, Delete |
🛠️ Field Configuration Details
🏷️ Disposition Name
- Purpose: Primary identifier for call outcomes
🚫 Setup Didn’t Answer Button
- Function: Automatically applies disposition when calls go unanswered
- Use Cases:
- ✅ Enable for: No Answer, Busy, Voicemail
- ❌ Disable for: Sale, Interested, Appointment Set
- Impact: Reduces manual disposition assignment by 60-80%
📞 Call Status Options
- Completed: ✅ Call finished with clear outcome
- Answered: 📞 Call was answered but ongoing
- No: ❌ Call attempt unsuccessful
🎛️ Managing Dispositions
➕ Adding New Dispositions
| Field | Description | Example / Notes |
|---|---|---|
| Disposition | Enter a clear, descriptive name for the call outcome. | ”Interested”, “Not Available”, “Decision Maker Not Present” |
| Assign role to view | Assign which user roles can see/apply this disposition. Select one or more from the available roles. | (e.g. Admin, Agent) |
| GHL Location | Select the CRM (GoHighLevel) account location relevant to this disposition. | Allows CRM-specific tracking and analytics. |
| Fields For Notes | Optional. Select additional note fields, typically available after setting a location. | Unique to each CRM location |
| Text Color | Choose the text color for this disposition label in the interface. | Example: White (#FFFFFF) |
| Background Color | Select a background color for the disposition button. Aids in quick visual identification in call logs and workflow mapping. | Example: Blue (#0000FF) |
The form includes all the above fields. “Assign role to view” allows you to select multiple roles. “Fields For Notes” dynamically appears once a GHL Location is selected. Use text and background color pickers to customize appearance for clarity in dashboards and call screens.💡 Tip:
Use consistent naming and color-coding conventions to make disposition outcomes intuitive and actionable for agents and managers.
✏️ Edit Disposition
✏️ Edit Disposition Example:Modify existing dispositions to reflect changing business needs or improve tracking accuracy.
The form lets you modify all disposition properties, including:Use the Back button to return to the disposition list without saving changes.
- Disposition: Name (e.g., “dev”)
- Assign role to View: Multi-role selection (e.g., Agent, dev)
- GHL Location: Select relevant CRM/account
- Fields For Notes: Appears after location is selected
- Text Color & Background Color: Color pickers for customizing the label/button
- Submit: Save changes after editing
🗑️ Delete Disposition
Remove unused or outdated dispositions from your system.🗒️ Deleted dispositions cannot be recovered. Ensure all historical data using this disposition is properly archived before deletion.
📊 Analytics & Performance
📈 Disposition Usage Statistics
🎯 Key Performance Indicators
Conversion Rate
24.5%
↗️ +3.2% from last month
↗️ +3.2% from last month
Contact Rate
68.3%
↗️ +5.1% from last month
↗️ +5.1% from last month
Follow-up Success
41.7%
↘️ -1.8% from last month
↘️ -1.8% from last month
⚙️ Configuration Options
| Setting | Description | Recommended Use |
|---|---|---|
| Auto-Assignment | Automatically apply this disposition for specific call outcomes | Enable for “No Answer”, “Busy”, “Voicemail” |
| Follow-up Required | Mark if this disposition requires scheduled follow-up | Enable for “Callback Requested”, “Follow-up Needed” |
| Success Indicator | Classify as positive outcome | Enable for “Sale”, “Appointment Set”, “Interested” |
| Final Disposition | Mark as call completion (no further attempts) | Enable for “Do Not Call”, “Sale Completed” |
🚀 Advanced Features
🤖 AI-Powered Auto-Disposition
🧠 Enable intelligent disposition assignment based on conversation analysis and customer sentiment detection.
- Sentiment Analysis: Automatically detect positive/negative outcomes
- Intent Recognition: Classify customer intent during conversations
- Pattern Learning: Improve accuracy through machine learning
- Confidence Scoring: Provide reliability metrics for auto-assignments
🔗 Integration Capabilities
CRM Sync
🔄 Automatically update lead status in connected CRM systems based on disposition
Workflow Triggers
⚡ Launch automated follow-up sequences, emails, and task creation